Assessing clients' financial health by reviewing income, expenses, assets, and liabilities.
Setting short-term and long-term financial goals, such as retirement planning, home ownership, or business expansion.
Identifying financial risks and recommending insurance products (e.g., life insurance, health insurance, liability insurance).
Ensure the company complies with local and international financial regulations (e.g., SEC, FINRA, AML, GDPR, IFRS).
Develop, update, and enforce financial compliance policies.
Assist in financial audits conducted by internal teams or external regulators.
Work closely with the legal, finance, and risk management teams.
Calculate employee salaries, deductions, bonuses, and benefits.
Maintain employee payroll records, including hours worked, leave, overtime, and deductions.
Use payroll software (e.g., ADP, QuickBooks, Paychex) for automation and accuracy.
Strong knowledge of payroll laws and tax regulations.
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