Financial Planning Specialist
4 weeks ago
Financial Planning Specialist
At Unicell Janitorial Supplies, we are seeking a highly skilled Financial Planning Specialist to join our team. The ideal candidate will have a strong background in financial management and be able to develop and implement financial plans for clients.
Key Responsibilities:
- Direct trust account investments
- Identify clients' financial goals and objectives
- Manage balance sheets and profit/loss statements
- Plan, set up and administer accounting systems
- Arrange training for staff
- Prepare financial information for individuals, departments or companies
- Develop financial plans for clients
- Recommend improvements to accounting systems and management practices
- Develop and maintain cost findings, reporting and internal control procedure
- Examine accounting records
- Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
- Oversee payroll administration
Requirements:
- College, CEGEP or other non-university certificate or diploma from a program of 1 year to 2 years
- 1 year to less than 2 years of experience
- Permanent employment
- English as the primary language of work
- 40 hours per week
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