- – Ensure accuracy of DaaS platform by logging, tracking, and resolving client issues.
- – Analyze financial market data usage to provide feedback for enhancing data offerings.
- – Oversee client accounts, proactively addressing issues to prevent future challenges.
- – Lead design and implementation of Microsoft 365 services and solutions.
- – Engage clients by translating technical concepts into clear business language.
- – Identify and pursue new business opportunities within the Microsoft 365 space.
- Manage accounting, compliance, and administrative tasks for captive insurance companies and clients.
- Support U.S based clients and work with a growing team in the Halifax office.
- Ensure regulatory compliance and provide financial reporting for portfolio of clients.