Experience
3 years to less than 5 years
On site
Work must be completed at the physical location. There is no option to work remotely.
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
Assist in the planning and execution of financial statement audits
Co-ordinate, assign and review work
Experience and specialization
Computer and technology knowledge
Quick Books
MS Office
Area of specialization
~ Accounting
Benefits
Financial perks
~ As per collective agreement