Education: College/CEGEP. Work site environment: Real estate. Work setting: Real estate company. Private company, corporation or industry. Financial services industry. Commercial. Tasks: Identify clients' financial goals and objectives. Supervise staff. Analyze clients' financial records. Review and examine financial services and institutions to ensure compliance with governing legislation and regulation. 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. Review and update credit and loan files. Recommend improvements to accounting systems and management practices. Provide investment information and service to clients. Process banking transactions. Oversee the collection and analysis of financial data. Internal audit. Ensure compliance with government regulations. Disburse trust monies. Compile records of deposit, loan and mortgage payments. Collect and analyze financial records of a business, such as financial statements, budgets, projections and sales data. Assist investment fund managers in portfolio asset allocation decisions and risk management. Analyze financial documents and reports. Use real estate software packages. Use portfolio management software. Evaluate financial risk. Conduct business and technical studies to aid in decisions on system implementation or migration. Analyze market research data to improve business decisions or activities . Computer and technology knowledge: MS Office. Database software. Accounting software. API. Area of work experience: Financial statements. Area of specialization: Financial examination. Investment underwriting. Trust and estate administration. Accounting. Real estate data analysis. Loans and mortgages. Investment funds. Commercial real estate. Security and safety: Criminal record check. Work conditions and physical capabilities: Fast-paced environment. Work under pressure. Tight deadlines. Attention to detail. Large caseload. Personal suitability: Accurate. Efficient interpersonal skills. Excellent oral communication. Excellent written communication. Initiative. Interpersonal awareness. Judgement. Organized. Team player. Due diligence. Screening questions: Are you available to start on the date listed in the job posting?. Do you have experience working in this field?. Do you have the required certifications listed in the job posting?. Do you meet the language requirements listed in the job posting for the position (English or French)?. Experience: 2 years to less than 3 years. Employment terms options: Day. Health benefits: Dental plan. Disability benefits. Health care plan. Paramedical services coverage. Vision care benefits. Financial benefits: Bonus. Group insurance benefits. Life insurance. Long term benefits: Long-term care insurance. Maternity and parental benefits. Other benefits: Paid time off (volunteering or personal days).