The Advisor utilizes industry expertise and/or specialized knowledge to complete assigned tasks and projects.
Locations (2)
Niagara-on-the-Lake, Ontario, Canada
Ontario, Canada
Compensation
Base salary is one component of our total rewards package which also includes incentive opportunities, benefits, and professional development. Salary ranges are established by location and reflect relevant factors such as skills, experience, and market conditions. The good-faith salary range for this position is 60,515-91,000 CAD. Actual compensation will be determined based on these factors and may vary accordingly.
Responsibilities
Analyze data, work on projects, and/or oversee campaigns related to area of expertise.
Understand customer needs and requirements related to area of expertise.
Work on multiple projects of moderate size/complexity concurrently.
Ensure timely and effective completion of projects and initiatives.
Support the Operation Unit-Head in maintaining records, bank accounts, statutory filings, board meetings and other administrative duties for the Apex Group.
Responsibilities
Work under the guidance of Seniors and overall supervision of an Operation Unit-Head
Assist with maintaining proper records in accordance with internal and legal requirements
Maintain bank accounts, including bank account opening, initiate transfers and liaising with the bank
Ensure that all day-to-day matters required to be completed are performed in a timely and satisfactory manner including monitoring tasks
Effect statutory filings with FSC, ROC and other statutory bodies
Senior Executive responsible for maintaining records, preparing board papers, managing tax filings, and coordinating team activities for global clients.
Responsibilities
Assist with maintaining proper records in accordance with internal and legal requirements.
Convene meetings of directors/shareholders, prepare Board papers with high quality of deliverables.
Verify minutes drafted by team members.
Prepare accounts and tax computations and liaise with auditors.
Ensure that final deliverables to client are 100% correct in terms of quality and accuracy.
Requirements
Bachelor's degree or equivalent
Professional ACA or ACCA qualification or equivalent
Executive role responsible for maintaining records, convening meetings, preparing board papers, ensuring deliverables, managing client documentation, bank account operations, statutory filings, customer due diligence, and coordinating team work.
Responsibilities
Assist with maintaining proper records in accordance with internal and legal requirements.
Convene meetings of directors/shareholders, prepare Board papers with high quality of deliverables.
Verify minutes drafted by team members.
Ensure that final deliverables to client are 100% correct in terms of quality and accuracy.
Develop full awareness of individual clients and their requirements.
Requirements
Bachelor's degree or equivalent
Professional ACA or ACCA qualification or equivalent
AdvisorNewLivingston International · Remote, Canada+1 more