Financial Services Advisor
15 hours ago
We are seeking a highly skilled Associate Financial Advisor to join our team at Trusted Accounting & Tax Services Inc. The ideal candidate will have a strong background in financial planning and advisory services, with a focus on trust account investments and client financial planning.
Key Responsibilities:- Advise clients on trust account investments and develop financial plans to meet their goals and objectives.
- Supervise staff and ensure the delivery of high-quality financial services.
- Analyze clients' financial records and identify areas for improvement.
- Develop and implement financial plans for clients, including investment strategies and risk management.
- Assist in the planning and execution of financial statement audits.
- Bachelor's degree in a relevant field, such as finance or accounting.
- 1 year to less than 2 years of experience in financial planning and advisory services.
- Excellent communication and interpersonal skills, with the ability to work effectively with clients and staff.
- Strong analytical and problem-solving skills, with the ability to analyze complex financial data and develop effective solutions.
- Ability to work in a fast-paced environment and meet tight deadlines.
- A competitive salary and benefits package.
- The opportunity to work with a dynamic and growing company.
- A collaborative and supportive work environment.
- Professional development opportunities to help you advance your career.
English
Work Hours:30 to 35 hours per week
Job Type:Permanent
Green Job:This job involves duties and responsibilities that lead to positive environmental outcomes.
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