clearance, settlement and investigation of client securities and derivatives transactions, cash and FX processing... surrounding client requests accurately and on time Coordinate transaction processing issues to the appropriate department...
-to end administration Annual portfolio reviews and valuations Processing new business, communicating, and interacting... with product producers (generally major insurance companies) to ensure prompt processing of applications. This applies to pre...
. Prepare invoices, memos, and financial statements using word processing or presentation software. Monitor and respond... processing. Liaise with third-party providers, clients, and suppliers. Maintain procedural documentation and assist...
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