Education
Bachelor's degree
Tasks
Supervise staffMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningUnderwrite new issues of stocks and bondsPrepare offering prospectus for new issues of stocks and bondsAdminister estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust fundsAssist in the planning and execution of financial statement audits
Work conditions and physical capabilities
Attention to detail
Personal suitability
AccurateEfficient interpersonal skillsExcellent oral communicationExcellent written communicationInitiativeTeam player
Screening questions
Do you have experience working in this field?
Experience
5 years or more
Employment terms options
Day
Durée de l'emploi: Permanent
Langue de travail: Anglais
Heures de travail: 40 hours per week