About this role
Education: Bachelor's degree.
Tasks
- 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.
- 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.
- Trust and estate administration.
- Accounting.
- Work conditions and physical capabilities: Fast-paced environment.
- Work under pressure.
- Attention to detail.
- Experience: 1 year to less than 2 years.