Bank – Insurance – Financial services Jobs in Barrie

Tasks

Identify clients' financial goals and objectives
Manage balance sheets and profit/loss statements
Plan, set up and administer accounting systems
Analyze clients' financial records
Prepare financial information for individuals, departments or companies
Develop financial plans for clients
Prepare reports and audit findings
Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
Prepare financial statements and reports
Recommend improvements to accounting systems and management practices
Arrange for sale of financial products and investments
Develop and maintain cost findings, reporting and internal control procedure
Analyze financial documents and reports
Examine accounting records
Provide financial, business and tax advice
Act as trustee in bankruptcy proceedings
Assist in the planning and execution of financial statement audits
Keep financial records and establish, maintain and balance various accounts using manual and computerized bookkeeping systems
Oversee payroll administration