Wealth Management Associate Job Description The wealth management associate (WMA) role is a component of the wealth management practice at the bank. WMAs serve as the client advisor and provide extensive client experience, service, and relationship management. The WMA brings wealth and investment management expertise to the table and serves as a key member of…
Wealth Manager Job Description A wealth manager is a person who manages a client’s wealth. They are also known as an investment manager, fund manager, or financial advisor. Generally, wealth managers choose investments for and manage their client’s portfolios. They charge fees for managing client assets. Wealth managers work with their clients to determine their…
Transfer Agent Job Description A transfer agent is an intermediary between the company issuing a stock and the investor who holds the stock. The transfer agent registers the securities with the company’s transfer agent, while ensuring that shareholders receive the correct number of shares. A transfer agent also maintains shareholders’ records, which record transactions, such…
Trader Job Description A trader is a person who acts as an agent of the vendor or seller and is empowered to buy and sell goods at his own discretion. A trader is also a trader’s clerk. Trading is a profession often pursued by someone who desires financial independence. Traders usually buy low and sell…
Transaction Manager Job Description Transaction Manager (TM) is a software, which is developed to manage, process, and simplify the transactions and exchanges of business. The Transaction Manager software helps in balancing, reconciling, and matching of debits and credits for various transactions. Primarily developed to track sales, inventory, and expenses, the Transaction Manager software helps businesses…
Teller Job Description A teller is an individual employed by a bank or other financial institution to perform sales and other banking-related tasks. A teller performs a wide variety of duties, including accepting cash deposits from customers, providing account information, and offering various other products and services to banking customers. Common tasks performed by tellers…
Tax Specialist Job Description A tax specialist is an accountant or other professional whose job is to perform tax services for individuals and businesses. Tax specialists generally specialize in preparing tax returns, advising clients on tax issues, and advising clients on tax liabilities. Job Brief: We’re looking for a Tax Specialist to help us with…
Stockbroker Job Description A stockbroker is an individual or a firm that provides advice and buys or sells securities on behalf of clients. A stockbroker helps their clients avoid pitfalls by educating them about the securities market. They explain the potential risks of investing in securities and the types of securities that clients can invest…
Senior Auditor Job Description A senior auditor is a senior member of an audit team responsible for overseeing the team’s activities, ensuring that the audit is conducted in accordance with the professional standards of conduct, and ensuring that the team’s work is done in a timely manner. A senior auditor may also be responsible for…
Senior Financial Analyst Job Description A financial analyst (also called a financial analyst) is a type of financial manager who works for a business or firm and whose job it is to collect, analyze, and report data about the firm’s financial status. Financial analysts typically work for either a public company or an investment firm….