passionate about client take-ons, managing the transition process and driving efficiency in the space for Engage and assist with new client take-ons, transitions and take-offs Assist with fund set ups, fee calculator fund accounting experience with client take-on, transitions and take-offs exposure Advanced MS Excel Skills
passionate about client take-ons, managing the transition process and driving efficiency in the space for Engage and assist with new client take-ons, transitions and take-offs Assist with fund set ups, fee calculator fund accounting experience with client take-on, transitions and take-offs exposure Advanced MS Excel Skills
regulatory and tax requirements for life insurance companies and products Experience in automation of financial