MAIN RESPONSIBILITIES AND DUTIES
Help facilitate the audit and tax process for the SALI IDFs which includes creating confirmation letters; providing requested documentation to external parties; Following up and reaching out to request needed data.
Monitoring high volume inbox and responding accordingly when needed.
Assist the accounting team with missing data or any discrepancies and updating and capturing information as needed.
Capture data in Salesforce, Intralinks and SharePoint as required.
Assist with Audit & Tax Deadlines by tracking information received and reaching out for missing documents for Investment Funds.
Participate in team projects, assignments, and other responsibilities such as continual process improvement and data integrity.
ESSENTIAL REQUIREMENTS
2 -3 years of experience in financial services, accounting, or a related field.
Experience using, or a demonstrated ability to quickly learn, third-party financial or business software systems.
Strong attention to detail.
Ability to work in a fast-paced, high-volume environment.
Effectively work in a team environment but also able to work independently.
Able to communicate effectively internally and externally.
Flexibility to adapt to changing work priorities and assignments and ability to meet deadlines.
OUR COMMITMENT TO INCLUSION & WELLBEING JTC is committed to fostering a healthy, inclusive organization where all individuals feel welcome and feel able to participate in the workplace fully. We value different perspectives, backgrounds and lived experiences. This includes supporting employee wellbeing so that people feel equipped to thrive.
Whether you are just starting out or seeking new challenges, JTC offers an environment where you can grow, develop, and succeed at every stage of your career.
Stay up to date with expert insights, latest updates and exclusive content.
#J-18808-Ljbffr
Help facilitate the audit and tax process for the SALI IDFs which includes creating confirmation letters; providing requested documentation to external parties; Following up and reaching out to request needed data.
Monitoring high volume inbox and responding accordingly when needed.
Assist the accounting team with missing data or any discrepancies and updating and capturing information as needed.
Capture data in Salesforce, Intralinks and SharePoint as required.
Assist with Audit & Tax Deadlines by tracking information received and reaching out for missing documents for Investment Funds.
Participate in team projects, assignments, and other responsibilities such as continual process improvement and data integrity.
ESSENTIAL REQUIREMENTS
2 -3 years of experience in financial services, accounting, or a related field.
Experience using, or a demonstrated ability to quickly learn, third-party financial or business software systems.
Strong attention to detail.
Ability to work in a fast-paced, high-volume environment.
Effectively work in a team environment but also able to work independently.
Able to communicate effectively internally and externally.
Flexibility to adapt to changing work priorities and assignments and ability to meet deadlines.
OUR COMMITMENT TO INCLUSION & WELLBEING JTC is committed to fostering a healthy, inclusive organization where all individuals feel welcome and feel able to participate in the workplace fully. We value different perspectives, backgrounds and lived experiences. This includes supporting employee wellbeing so that people feel equipped to thrive.
Whether you are just starting out or seeking new challenges, JTC offers an environment where you can grow, develop, and succeed at every stage of your career.
Stay up to date with expert insights, latest updates and exclusive content.
#J-18808-Ljbffr