Full-time Posted June 05, 2026
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Job Description

Job Description
MAIN DUTIES & RESPONSIBILITIES:
• Communicating with clients telephonically and electronically
• Compliance - FICA, FAIS & Due Diligence (d
ata gathering and Beeswax)
• Data Capture on CRM system (Elite Wealth) – updating existing and new client info & record keeping (workflows/tasks)
• Forms administration (Prepopulating apps, sending ...

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