Education: Secondary (high) school graduation certificate Experience: 1 to less than 7 months Tasks Assist with staff consultation and grievance procedures Schedule and confirm appointments Prepare budgets and monitor revenues and expenses Perform administrative tasks Maintain access lists for security…
Education: Bachelor's degree Experience: 3 years to less than 5 years Tasks Identify clients' financial goals and objectives Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning Sort, verify and process financial transactions Assess business opportunities…