Financial Advisor Job

Responsibilities

Tasks
Advise on trust account investments
Identify clients' financial goals and objectives
Analyze clients' financial records
Develop financial plans for clients
Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
Arrange for sale of financial products and investments
Underwrite new issues of stocks and bonds
Negotiate with corporations and government to determine the type and terms of new securities issue
Prepare offering prospectus for new issues of stocks and bonds
Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
Assist in the planning and execution of financial statement audits

Languages
English

Education
Bachelor's degree
or equivalent experience
Experience
1 year to less than 2 years

Experience and specialization
Computer and technology knowledge
Quick Books
MS Office

Area of specialization
Financial planning
Accounting

Additional information
Work conditions and physical capabilities
Tight deadlines
Attention to detail
Personal suitability
Accurate
Efficient interpersonal skills
Excellent oral communication
Organized

Capture Accountant Ltd. is a team of dedicated and energetic experts committed to providing businesses and individuals with bookkeeping and accounting and financial services. We combine personal attention with valuable experience and expertise to help fulfill our clients' needs.