Accountant
Chennai, India
  • Prepare accounts and tax returns
  • Administer payrolls and controlling income and expenditure
  • Audit financial information
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Junior Accountant
Chennai, India
  • Prepare accounts and tax returns
  • Administer payrolls and controlling income and expenditure
  • Audit financial information
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Junior Accountant
Tirunelveli, India
  • Prepare accounts and tax returns
  • Administer payrolls and controlling income and expenditure
  • Audit financial information
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Accountant
Tirunelveli, India
  • Prepare accounts and tax returns
  • Administer payrolls and controlling income and expenditure
  • Audit financial information
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Junior Paraplanner
Chennai, India
  • · Preparation of detailed compliance reports (SOA and ROA).
  • · Implement risk management and tax planning strategies by regular follow
  • up with banks and service providers.
  • · Maintain Client profile in Financial planning software.
  • · Regular communication with Financial Advisors.
  • · Review works performed by subordinates.
  • · Assist subordinates
  • · Maintain internal control system to ensure smooth flow of work.
  • · Maintain effective working relationships with all team members and team lead.
  • · Responsible for timely and successful completion of Assessments.
  • · Ensure all Internal Controls with regard to processing of accounts are followed up.
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Paraplanner
Chennai, India
  • · Prepare and review Statements of Advice (SOA) and Records of Advice (ROA) for Financial Advisors.
  • · Conduct detailed research on investment products, strategies and compliance requirements.
  • · Collaborate with Financial Advisors to implement risk management, tax planning and wealth
  • building strategies for clients.
  • · Ensure compliance with all internal controls and external regulatory requirements.
  • · Maintain accurate and up
  • to
  • date client profiles in financial planning software.
  • · Liaise regularly with Financial Advisors and service providers to gather necessary information.
  • · Provide training and mentorship to Junior Paraplanners and Assistant Paraplanners.
  • · Assist in troubleshooting complex financial planning tasks and resolving issues.
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Mortgage Processor
Chennai, India
  • Preparation of loan applications and submission to lenders
  • · Verify customer
  • provided documents and information, ensuring accuracy and completeness.
  • · Maintain client profile in broker software.
  • · Support the mortgage brokers with administrative tasks.
  • · Loan servicing with various lenders
  • · Manage good client relationships.
  • · Assist the Mortgage Broker to ensure that all annual internal Mortgage related compliance documents are updated.
  • · Starting applications and tracking right through to settlement.
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