Financial Services Coordinator
3 weeks ago
The Financial Services Coordinator will be responsible for overseeing financial operations and providing guidance to clients. This role requires a strong understanding of financial management principles, excellent communication skills, and the ability to work independently.
Key Responsibilities:
* Identify clients' financial goals and objectives
* Analyze clients' financial records
* Develop financial plans for clients
* Recommend cash management strategies and investment options
Benefits:
* Health benefits: dental plan
Work Environment:
This is an on-site position requiring regular attendance at the company's physical location.
Education and Experience:
- Secondary (high) school graduation certificate is required
Required Skills and Qualifications:
- 1 year to less than 2 years of experience in financial services
Salary:
$40,000 - $60,000 per annum depending on qualifications and experience
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