- Education: Bachelor's degree
- Experience: 1 year to less than 2 years
Tasks
Direct trust account investmentsIdentify clients' financial goals and objectivesManage balance sheets and profit/loss statementsPlan, set up and administer accounting systemsSupervise staffAnalyze clients' financial recordsArrange training for staffEnsure accuracy and compliance to accounting standards, procedures and internal controlPrepare financial information for individuals, departments or companiesDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningPrepare financial statements and reportsRecommend improvements to accounting systems and management practicesArrange for sale of financial products and investmentsDevelop and maintain cost findings, reporting and internal control procedureReview and examine financial services and institutions to ensure compliance with governing legislation and regulationExamine accounting recordsProvide financial, business and tax advice
Work Term: Permanent
Work Language: English
Hours: 30 to 40 hours per week