Tax Services Expert

1 week ago


Barrie, Ontario, Canada Drake International Full time
About the Role

As a Tax Services Expert at Drake International, you will have the opportunity to work with a large investment advisory team that manages assets for over 400,000 clients across 100 branches. Your primary responsibility will be to ensure diligent follow-up on deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts.

Key Responsibilities:
  • Carry out administrative management of client files by managing agendas, scheduling appointments, and preparing client meetings.
  • Ensure adherence to compliance and risk management rules.
Requirements

To succeed in this role, you will need:

  • Completed college and/or university diploma in a related field.
  • Two years of relevant experience in the banking (

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