Personal Suitability

Effective interpersonal skills; Flexibility; Team player; Client focus; Organized

Specific Skills

Review and examine financial services and institutions to ensure compliance with governing legislation and regulation; Negotiate with corporations and government to determine the type and terms of new securities issue; Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning; Investigate possible unethical conduct or breeches of securities or commodity futures law; Identify clients' financial goals and objectives; Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds; Plan, direct and evaluate the activities of firms and departments that develop and implement advertising campaigns to promote the sales of products and services; Assist in product development and direct and evaluate the marketing strategies of establishments; Direct and evaluate establishments and departments that develop and implement communication strategies and information programs; Direct and evaluate establishments and departments that maintain media relations on behalf of businesses, governments and other organizations; Direct and evaluate establishments and departments that publicize activities and events on behalf of businesses, governments and other organizations

Experience 2 years to less than 3 years

Education Bachelor's degree

Languages English