The Senior Accountant leads financial closings, ensures US GAAP compliance, supports budgeting, streamlines reporting, manages audits, enhances controls, and drives improvements in financial operations.

The incumbent provides professional service, processes transactions, balances cash daily, promotes bank products, resolves client issues, and cross-trains to support similar roles.

This position is responsible for the performance of the Customer Service Associates as measured by their adherence to policies and procedures, attendance, accuracy and quality of service.

The incumbent will be required to manage, administer and be responsible for a complex portfolio of private client structures, with particular focus on relationship development and management, revenue generation and the resolution of complex issues.

Reporting to the Supervisor, Central Operations, the Clerk is primarily responsible for providing optimal support services to our customers.

The incumbent will analyse credit proposals, assist in the assessment of overall risk and proactively solicit business to meet specific volume goals for mortgage loans.

The Senior Portfolio Manager oversees client portfolios, develops investment offerings, supports new business, and manages equity portfolios and global asset allocations, reporting to the Head of Wealth Management.

The Senior Compliance Analyst supports the Compliance team in ensuring policies align with regulations and best practices while serving as a business partner for Compliance and Financial Crime matters.