Financial Planning and Analysis

• Receive leads from estate agents and make initial contact with buyers
• Communicate the Buyers Trust value proposition to all parties in the transaction
• Close deals and hand clients to Deal Facilitator to complete deposits
• Ensure deposits are received and reconcile with sales agreements
• Liaise with homebuyers, real estate agents, banks and attorneys throughout the process
• Receive and capture deposit instructions and ensure all relevant documentation is received and in order
• FICA homebuyer and open homebuyer deposit accounts
• Obtain and verify attorney trust account information
• Instruct issuing of deposit guarantees and disbursement of deposits to attorneys on registration
• Ensure homebuyers receive monthly account statements and that interest is paid over
• Collate and distribute activity reports and handle ad hoc queries

Investment Facilitator, Admin

Senior Financial Accountant – EST Working Hours

Branch Consultant, Financial Advisor

Branch Consultant – Financial Advisor

Branch Consultant, Financial Advisor

Financial Adviser