Key Responsibilities:
Accurately calculate costs of errors and issue timely tax reports to clients
Collaborate with the PAS team to ensure seamless operations
Participate in testing exercises to ensure all components function as expected
Assist in maintaining data integrity by proactively identifying potential errors
Qualifications & Experience:
Relevant cost and management or financial management certificate
Minimum 3 years of experience in an investment and planning environment, with essential LISP experience
Proficient in Microsoft packages and LISP software
Essential Competencies:
Strong administration and numeric abilities
Excellent time management and process adherence skills
Good people skills with a client-serving nature