Financial Services Coordinator

3 weeks ago


Surrey, British Columbia, Canada F R C TRANSPORT LTD Full time
Job Description:

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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