Investment Planner
2 weeks ago
At CAPTURE ACCOUNTANTS LTD., we are seeking a skilled Investment Planner to join our team. The successful candidate will be responsible for advising clients on trust account investments and developing financial plans to meet their goals and objectives. Key responsibilities include analyzing financial records, recommending cash management strategies, and arranging for the sale of financial products and investments. Our ideal candidate will have excellent communication skills and the ability to work under tight deadlines.
Key Responsibilities:
- Advise clients on trust account investments
- Develop financial plans to meet clients' goals and objectives
- Analyze financial records to identify areas for improvement
- Recommend cash management strategies to clients
- Arrange for the sale of financial products and investments
- Prepare offering prospectuses for new issues of stocks and bonds
- Negotiate mortgage loans and make applications to lenders on behalf of clients
- Administer trusts, direct trust account investments, and receive investment income
- Assist with financial statement audits
Requirements:
- Quick Books and MS Office skills
- Excellent communication and interpersonal skills
- Ability to work under tight deadlines
About CAPTURE ACCOUNTANTS LTD.
We are a leading accounting firm dedicated to providing exceptional service to our clients. We are committed to delivering high-quality advice and support to help our clients achieve their financial goals.
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