Responsibilities:Day-to-day management of financial reporting accuracy and on-time processing of client informationReview of G/L for coding accuracy, completeness of file and overall accuracyDelivery of Management Reporting Package each month to client leadershipFrequent client meetings relating to on-going work, special projects, and financial resultsCommunication of tax reporting needs with tax professionalsDelivery of advisory services specific to the

*JD- Identify, approach, and acquire new Mutual Fund Sub-brokers/Agents.*Knowledge of mutual funds, financial products, and market regulations.*Certifications: AMFI/ARN or NISM - V certifications are an advantage.*Develop strategies to expand the sub-broker network to increase market.experience4