- Education: Bachelor's degree
- Experience: 1 year to less than 2 years
Tasks
- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Develop financial plans for clients
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
- Assist in the planning and execution of financial statement audits
Computer and technology knowledge
- Quick Books
- MS Office
Area of specialization
- Financial planning
- Trust and estate administration
- Accounting
Work conditions and physical capabilities
- Quick-paced environment
- Work under pressure
- Attention to detail
- Work Term: Permanent
- Work Language: English
- Hours: 30 to 40 hours per week