Requirements

• Education: Bachelor's degree
• Experience: 5 years or more

Tasks

• Supervise staff
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Underwrite new issues of stocks and bonds
• Prepare offering prospectus for new issues of stocks and bonds
• 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

Work conditions and physical capabilities

• Attention to detail

Personal suitability

• Accurate
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Initiative
• Team player
...