The Controller is responsible for ensuring the accuracy and completeness of financial books and records from a legal entity and management reporting perspective. The Controller is responsible for the overall monthly close process, Financial Statement preparation and other related reporting. Essential Job Functions. Manage all aspects of financial accounting for entities as assigned. Coordinate the preparation of financial statements, financia...
Provide high quality, high touch service to Private Wealth clients. Manage new account onboarding including but not limited to opening and facilitation of account funding and cost basis input. Manage general account inquiries, maintenance requests, including but not limited to transactions, holdings, balances, charitable gift requests, address changes and tax reporting inquiries. Manage daily client transactions and inquiries accurately, within e...
