Overview
Languages
English
Education
- Bachelor's degree
- or equivalent experience
Experience
2 years to less than 3 years
Work setting
- College or university educational institution/establishment
Responsibilities
Tasks
- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
Experience and specialization
Computer and technology knowledge
- MS Office
Area of specialization
- Financial planning
- Financial examination
- Accounting
Additional information
Work conditions and physical capabilities
- Attention to detail
Personal suitability
- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Initiative
- Interpersonal awareness
- Judgement
- Organized
- Team player