Financial Services Expert: Tax Management and Client Relations

1 week ago


Barrie, Ontario, Canada Drake International Full time

At Drake International, we offer a unique opportunity to work with a leading recruitment and HR partner in the financial industry. Our team is dedicated to connecting talented professionals with exciting projects and roles at any career stage.

We are seeking an experienced Financial Services Expert to join our team in tax management and client relations. In this role, you will have the opportunity to work on a wide range of tasks, including:

  • Managing client files, ensuring diligent follow-up on deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts
  • Carrying out administrative management of client files, managing agendas, scheduling appointments, and preparing client meetings
  • Ensuring adherence to compliance and risk management rules

This is a challenging and rewarding role that requires excellent knowledge of the Microsoft Office suite and experience in the banking (


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