About this role
Education: Bachelor's degree.
Tasks
- Direct trust account investments.
- Identify clients' financial goals and objectives.
- Plan, set up and administer accounting systems.
- Train 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.
- Prepare reports and audit findings.
- Examine accounting records.
- Provide financial, business and tax advice.
- Assist in the planning and execution of financial statement audits.
Supervision: 1 to 2 people.
- Personal suitability: Accurate.
- Client focus.
- Dependability.
- Interpersonal awareness.
Experience: 7 months to less than 1 year.