Financial Planning Associate
5 days ago
Job Title: Financial Planning Associate
Job Summary: We are seeking a highly skilled Financial Planning Associate to join our team at Trusted Accounting & Tax Services Inc. The ideal candidate will have a Bachelor's degree and 1-2 years of experience in financial planning and analysis.
Key Responsibilities:
- Advise clients on trust account investments and identify their financial goals and objectives.
- Supervise staff and analyze clients' financial records to develop financial plans.
- Assist in the planning and execution of financial statement audits.
Requirements:
- Bachelor's degree in a related field.
- 1-2 years of experience in financial planning and analysis.
- Excellent communication and interpersonal skills.
Work Environment: This is a permanent position with 30-35 hours of work per week. The work language is English, and the work term is permanent.
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