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These simple tips will help you be more effective with making meeting notes.
Finance is a vast field with a range of opportunities that work within the public and private sector where are tasked with providing financial advice and managing related accounts administration. Some of the common tasks include analyse market trends, monitor financial details, prepare statements, research investments, forecast economic trends and review reports.
The financial service jobs comprised of finance manager, finance analyst, compliance manager, chief finance officer (CFO), corporate banking officer, financial controller, accountancy, investment banking, pensions, private banking and financial planning.
The role of finance manager is to analyse daily financial management and subsequently provide advice as well as guidance to upper management on future financial plans. Responsibilities include providing financial reports, develop projections for the firm’s finances, conduct evaluations for cost-reduction opportunities, oversee the operations of the finance department and liaise with auditors to ensure company finances is maintained.
The role of account executive is to act as an important liaison between an advertising agency and its clients. Responsibilities include working with account planners to devise a campaign, briefing the creative team on producing adverts, negotiating with clients, monitoring on the campaign’s progress, managing the account’s budget and invoicing the client.
The role of finance executive is to keep track of financial transactions, preparing financial reports, reviewing financial statements, preparing accounting ledgers and performing various financial tasks. Responsibilities include sharing financial reports with upper management, suggest ways of improving the company’s financial transactions and involved in preparing finance policies and processes for the company.
The role of financial planner is to help clients manage their finances in areas including investments, cash flow, savings and debt management. Responsibilities include analysing client financial planning, examine financial opportunities, develop budgets for clients, help clients implement their plans, find prospective clients and build strong relationships to retain existing clients.
The role of financial consultant is to provide guidance on investment decisions, cash management and daily company expenses. Responsibilities include assessing the company’s financial status, analyse investment plans, source capital expansion options, analyse market trends, manage tax payments, monitor financial procedures and review daily transactions to identify areas of improvement.
The role of financial advisor is to act as an intermediary between the company and customers. Responsibilities include providing strategic advice across a variety of financial products/services, assess client’s overall financial plan, guide clients towards a secure financial decision and comply with all industry rules as well as regulations.
Bankers are employed by banks to manage the strategic and daily management of their branches. Responsibilities include assessing finance, process payments, withdrawals, authorise loans, develop business contacts, manage budgets and financial records.Job types include auditor, analyst, financial advisers, accountants, loan officers, bank tellers, and treasurers.
The role of relationship manager is to build and preserve trusting relationships with the customers. Responsibilities include understanding customer needs, resolve customer complaints effectively, promote high-quality customer service processes, approach potential customers to establish new relationships and gain solid knowledge of competitors.
The role of business analyst executive is to conduct market analyses, review both product lines and the overall profitability of the business. Responsibilities include creating a detailed business analytics, budgeting, reporting, forecasting, financial modelling, variance analysis and defining business requirements as well as reporting them back to stakeholders.
The role of credit control officer is to oversee the collection of customer accounts while ensuring high satisfaction and loyalty. Responsibilities include creating procedures to ensure timely payments, monitor debtor balances, liaising with customers as well as internal personnel including the sales team.
The role of compliance officer is to ensure that the operations and business transactions following all relevant legal as well as internal rules. Responsibilities include developing an effective legal compliance program, proactively auditing processes and training employees.
The role of treasury manager is to manage the organisation's financial aspects from cash management to corporate finance. Responsibilities include performing treasury management, assume responsibility for cash management procedures and managing the company’s investment activity.
The role unit trust consultant is to help clients analyse their financial situation, establish their investment goals and propose an investment plan. Responsibilities include advising clients in building a well diversified unit trust investment portfolio, monitor clients’ investments potential returns, build a trusted relationship with clients by providing ethical and professional advisory services.
The role of corporate finance manager is to identify and securing acquisition deals as well as managing large monetary funds for financial products. Responsibilities include advise on how to meet targets investment capital, generate finance from shares, structure financial management, liaise with all parties involved in transactions and prepare legal documents as well as prospectus.
The insurance field is a broad category that includes coverage on life, health, casualty, insurance brokers and social insurance. The jobs in this profession include actuary, claims adjuster, claims examiner, processing clerk, insurance investigator, sales agent and insurance underwriter.