- Education : Bachelor's degree
- Experience : 1 year to less than 2 years
- or equivalent experience
Tasks
- Advise on trust account investments
- 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
- Arrange for sale of financial products and investments
- Underwrite new issues of stocks and bonds
- Negotiate with corporations and government to determine the type and terms of new securities issue
- Prepare offering prospectus for new issues of stocks and bonds
- Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
- 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
- Accounting
Work conditions and physical capabilities
- Tight deadlines
- Attention to detail
Personal suitability
- Accurate
- Efficient interpersonal skills
- Excellent oral communication
- Organized
- Work Term : Permanent
- Work Language : English
- Hours : 40 to 44 hours per week
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