About this role
Education: Bachelor's degree. Tasks: Direct trust account investments. Identify clients' financial goals and objectives. Manage balance sheets and profit/loss statements. Plan, set up and administer accounting systems. Supervise staff. Analyze clients' financial records. Arrange training for staff. Ensure accuracy and compliance to accounting standards, procedures and internal control. Prepare financial information for individuals, departments or companies. Develop financial plans for clients. Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning. Prepare financial statements and reports. Recommend improvements to accounting systems and management practices. Arrange for sale of financial products and investments. Develop and maintain cost findings, reporting and internal control procedure. Review and examine financial services and institutions to ensure compliance with governing legislation and regulation. Examine accounting records. Provide financial, business and tax advice. Experience: 1 year to less than 2 years.