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The finance department plans, organizes, leads, control and monitors the activities of the two programs: accounting and revenue management. Developing and implementing efficient and effective financial policies, planning and reporting systems that assure the company's long-term fiscal health.
Role
Selling different financial products or services to clients. Arranging meetings with clients, recommend proper financial products or services based on clients' financial purposes, and ensure that clients are satisfied with their purchases.
Authority
Monitoring and Oversee financial data
Risk Analysis Management
Forecasting
Department budget Management
Responsibility
Gathering relevant client information to present investment opportunities that align with clients' financial situations.
Observing market requirements to discover how various changes may affect taxes and client investments.
Counseling clients on how to apply for mortgages and loans.
Discussing with clients about their financial obligations and purposes.
Improving and maintaining long-term relations with clients to promote repeat business and client referrals.
Advising viable solutions to enhance clients' financial statuses.
Requirements
Bachelor or master's degree in Finance, Economics, Accounting, or similar area.
Proper state license.
Experience of working as a Financial Services Representative.
Knowledge of financial law.
Familiar with Microsoft Office programs.
Excellent analytical, organizational, and problem-solving skills.
Great communication skills.
Benefits
It's always a good idea to include the benefits of the job the company will provide such as:
Flexible hours to give you freedom and increase productivity
