This is a full-time on-site role for an Associate, located in Anand. The Associate will be responsible for various day-to-day tasks, including managing client accounts, conducting financial analysis, preparing reports, and providing administrative support. The individual will also assist with research and documentation, ensure regulatory compliance, and coordinate with different departments to streamline operations.

Qualifications

Strong financial analysis and reporting skills
Excellent research and documentation skills
Proficiency in client account management and administrative support
Ability to ensure regulatory compliance and coordinate with various departments
Excellent written and verbal communication skills
Strong organizational and time management skills
Experience in a similar role is a plus
Bachelor's degree in Finance, Accounting, Business, or a related field

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Family Office

Individual and Family Services

Chicago IL

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