Junior Risk and Tax Associate Position

Step into a rewarding role at Clauzel Bittle Financial Services as a Risk, Tax & Client Experience Associate. Focus on enhancing client interactions and supporting financial operations in a collaborative environment.
Ideal for entry-level candidates, this role offers an in-depth introduction to financial planning, insurance, and tax regulation. You'll work alongside seasoned advisors, gaining essential skills and support for obtaining professional licenses. Contribute to exceptional client experiences while streamlining business processes and ensuring compliance.
Key Responsibilities:
• Facilitate client access to CRA online services
• Assist with insurance applications and documentation
• Maintain accurate client files and records
• Identify opportunities for process improvement
• Support marketing and public relations initiatives
Requirements:
• Bachelor's degree in Business or related field
• 2 years of relevant experience preferred
• Exceptional wri...