or equivalent experience
Area of Specialization
Financial planning
Specific Skills
Type and proofread correspondence, forms and other documents
Schedule and confirm appointments
Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
Identify clients’ financial goals and objectives
Analyze clients’ financial records
Answer telephone and relay telephone calls and messages
Answer electronic enquiries
Order office supplies and maintain inventory
Develop financial plans for clients
Work Conditions and Physical Capabilities
Fast-paced environment
Work under pressure
Attention to detail
Tight deadlines
Personal Suitability
Initiative
Effective interpersonal skills
Accurate
Team player
Excellent oral communication
Excellent written communication
Dependability
Judgement
Organized
Other benefits
Learning/training paid by employer
Screening questions
What is the highest level of study you have completed?
Do you have previous experience in this field of employment?
Do you have education in this field of employment?
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