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| Employer Name: Apurav Jain |
SpiderID: 13774016 |
| Location: Brampton, Ontario |
Date Posted: 6/20/2024 |
| Wage: $36.00 |
Category: Finance/Investment |
| Job Code: 11102 |
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| Number Of Openings: 1 |
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Job Description:
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
Job Requirements:
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
Job Criteria:
Start Date: As soon as possible
Position Type: Full-Time Permanent
Years of Experience Required: 1
Education Required: Bachelors
Overnight Travel: None
Vacation Time:
Company Profile:
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.
Contact Information:
| Contact Name: Apurav Jain |
Company Type: Employer |
| Company: Capture Accountants Ltd. |
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| City: BRAMPTON |
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| State: Ontario |
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| Zip: L6Y 4M3 |
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