Work must be completed at the physical location. There is no option to work remotely.
Work setting
- Private company, corporation or industry
Responsibilities
Tasks
- Advise on trust account investments
- Identify clients' financial goals and objectives
- Supervise staff
- Analyze clients' financial records
- Develop financial plans for clients
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Arrange for sale of financial products and investments
- Administer estate, personal, charitable, corporate and other types of trusts,
direct trust account investments, receive and record investment income and disburse trust funds
Experience and specialization
Area of specialization
- Financial planning
- Accounting
Additional information
Work conditions and physical capabilities
- Attention to detail
Personal suitability
- Accurate
- Dependability
- Productive interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Judgement
- Organized
- Team player
- Due diligence
📌 account manager (Concord)
🏢 PESTEND
📍 Concord
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