About this role
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
Work conditions and physical capabilities
- Fast-paced environment
- Work under pressure
- Attention to detail
How to Apply
By mail: 1110 Centre Street N suite 204 Calgary, Alberta T2E2R2
Requirements
Education
Bachelor's degree
Experience
1 year to less than 2 years
Compensation Details
$40.00 to $45.00 hourly
Ready to apply?
Pay shown up front. Free for job seekers, always.