About this role
Education: Bachelor's degree. Tasks: Supervise staff. Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning. Underwrite new issues of stocks and bonds. Prepare offering prospectus for new issues of stocks and bonds. 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. Work conditions and physical capabilities: Attention to detail. Personal suitability: Accurate. Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Initiative. Team player. Screening questions: Do you have experience working in this field?. Experience: 5 years or more. Employment terms options: Day.