Financial Planning and Analysis

• Review and approve all incoming and outgoing money movement transactions for brokerage accounts
• Monitor brokerage accounts for suspicious activity and work with the AML department
• Assist with annual client account fees
• Review documentation to ensure it is in good order
• Deposit processing and reconciliation of all deposits
• Work exception reports to ensure accounts remain in good standing
• Assist the front office by researching and responding to inquiries and requests

Investment Brokerage Cashier

Principal Finance Associate, Card External Planning and Analysis

Senior Finance Associate – Opex

Senior Finance Analyst

Finance Manager