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Form of workUnder the direction of the team leader or manager, this position is involved in the process and review of individual, institutional, and portfolio accounts by ensuring that these accounts maintain a high level of consistency with respect to Asset Allocation, policy objectives and investment returns. In addition, assists in business unit's compliance with applicable laws, regulations, regulatory requirements and Bank policies and procedures, including but not limited to those related to Fair Banking, Anti-Money Laundering laws and regulations, Bank Secrecy Act and USA PATRIOT Act.
