- Education: Bachelor's degree
- Experience: 1 year to less than 2 years
- Willing to relocate
- 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
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
- MS Office
- Financial planning
- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
- Large caseload
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Organized
- Team player
- Involves duties and responsibilities that lead to positive environmental outcomes
- Work Term: Permanent
- Work Language: English
- Hours: 40 hours per week
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