The Client
Our Client, operating in the Banking sector, is providing administration and accounting services to organizations of all sizes. A Corporate Financial Advisor position is now available to assist this team.
Duties
- Provide Company’s day-to-day secretarial duties
- Administration, accounting, payroll and legislative compliance.
- Answering client questions about financial plans and strategies and giving financial advice.
- Managing and updating client portfolios.
Requirements
- An A-level standard of education, or any post secondary courses related to administration or bookkeeping
- Strong verbal and written communication skills in English
- At least Level 1 of CFA qualification
- Background in account
- Work experience within an administration environment will be considered an asset but is not a requirement as on the job training will be provided