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Support the Financial Reporting team with internal and external reporting, prepare financial analysis, coordinate data during monthly close, and ensure compliance with SEC and regulatory standards.
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Perform administrative, sales, and marketing support for the investment and wealth management business, focusing on client interactions and compliance tasks.
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Coordinate with tax team, manage tax compliance, prepare workpapers, and ensure adherence to tax regulations and auditing standards.
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The Sr. Managed Assets Officer will manage high-risk lending relationships, develop workout strategies, collaborate with various departments, and ensure compliance.



