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Private Wealth Management Client Analyst
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$52,000 a year
Full-time
- Advantage xPO is currently looking for a bright, energetic and friendly Client Analyst to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms.
- The ideal candidate would possess at least two years of administrative/operations support experience in a corporate environment.
- Pull tax documents from online portals (i.e. Desktop)
- Draft response to tax notices
- Complete foreign reporting forms (FBARs & FATCA)
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