- Durée de l'emploi: Permanent
- Langue de travail: Anglais
- Heures de travail: 35 hours per week
- Education:
- Expérience:
Education
Bachelor's degree
Tasks
Direct trust account investmentsIdentify clients' financial goals and objectivesManage balance sheets and profit/loss statementsPlan, set up and administer accounting systemsSupervise staffTrain staffAnalyze clients' financial recordsEnsure accuracy and compliance to accounting standards, procedures and internal controlPrepare financial information for individuals, departments or companiesDevelop financial plans for clientsPrepare reports and audit findingsMake 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 investmentsConduct field audits of businesses to ensure compliance with provisions of the Income Tax Act, the Canadian Business Corporations Act or other statutory requirementsDevelop and maintain cost findings, reporting and internal control procedurePrepare income tax returns from accounting recordsReview and examine financial services and institutions to ensure compliance with governing legislation and regulationAnalyze financial documents and reportsExamine accounting recordsInvestigate possible unethical conduct or breeches of securities or commodity futures lawProvide financial, business and tax adviceUnderwrite new issues of stocks and bondsAct as trustee in bankruptcy proceedingsNegotiate with corporations and government to determine the type and terms of new securities issuePrepare offering prospectus for new issues of stocks and bondsNegotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of clientAssist in the planning and execution of financial statement auditsKeep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systemsOversee payroll administration
Supervision
5-10 people
Computer and technology knowledge
MS OfficeMS Excel
Work conditions and physical capabilities
Fast-paced environmentWork under pressureTight deadlinesAttention to detailLarge caseload
Personal suitability
Client focusEfficient interpersonal skillsExcellent oral communicationExcellent written communicationJudgementOrganizedReliabilityTeam playerAbility to multitask
Employment terms options
Early morning
Experience
7 months to less than 1 year
Employment terms options
MorningDay
Other benefits
Other benefits
