Hello,
I'm having a hard time figuring out the closest NOC code the following duties will fall into; what would you guys recommend? Thank you
· Administration of estate and/or charitable accounts
· Executing client application and trade instructions
· Liaise with Advisors/Dealers in regards to Foundation accounts and investment of gift including the completion of dealer applications and KYC forms
· Direct accounts investments funds to Financial advisors
· Disburse accounts funds by processing grant request as recommended by donors and the Foundation
· Prepare trial balance of books, reconcile accounts and post journal entries
· Responsible for timely execution of grant issuance and tax receipts
· Supporting and responding to internal and external client inquiries related to accounts, the foundation program, and policies and procedures as received through in-bound telephone calls, letters, faxes and email
I'm having a hard time figuring out the closest NOC code the following duties will fall into; what would you guys recommend? Thank you
· Administration of estate and/or charitable accounts
· Executing client application and trade instructions
· Liaise with Advisors/Dealers in regards to Foundation accounts and investment of gift including the completion of dealer applications and KYC forms
· Direct accounts investments funds to Financial advisors
· Disburse accounts funds by processing grant request as recommended by donors and the Foundation
· Prepare trial balance of books, reconcile accounts and post journal entries
· Responsible for timely execution of grant issuance and tax receipts
· Supporting and responding to internal and external client inquiries related to accounts, the foundation program, and policies and procedures as received through in-bound telephone calls, letters, faxes and email
- Ensuring Foundation policies, procedures and process flows are updated and current on our internal sites
- Adhering to internal policies and deadlines to ensure regulatory and corporate compliance