Financial Analyst - Compliance Testing
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Roles & Responsibility: • Responsible for performing various processes like loans, distributions, census, trust accounting, packaging, 5500, valuation imports based on the admin/client support team requirement. • Should be responsible for training team members, setting strategy and monitoring progress towards goal. • Complete a variety of tasks as per processes assigned within specified parameters of the client/admin/support team. • Delivering the set expectations in terms...
- Valuation
- Excel