About this role
Tasks
- Advise on trust account investments
- Identify clients' financial goals and objectives
- Supervise staff
- 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
- Assist in the planning and execution of financial statement audits
- Co-ordinate, assign and review work
Screening questions
- Are you available for shift or on-call work?
- Do you have experience working in this field?
How to Apply
By email: [email protected]
Requirements
Education
Bachelor's degree
Experience
3 years to less than 5 years
Compensation Details
$38.00 hourly
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