Advisory Services Job Description

Advisory Services Job Description

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Advisory services provides technical support to audit on fair value financial reporting matters under HKFRS, IFRS PRC GAAP and US GAAP.

Advisory Services Duties & Responsibilities

To write an effective advisory services job description, begin by listing detailed duties, responsibilities and expectations. We have included advisory services job description templates that you can modify and use.

Sample responsibilities for this position include:

Work with Shared Services management team to produce high quality presentations
Manage the Asset Analysis and Relationship Acceptance teams
Approve new client relationships
Collaborate with the Account Opening team to process new accounts
Transfer assets to the firm in conjunction with the Custody department and external financial institutions
Work alongside internal stakeholders such as Legal, Compliance, and Custody on a daily basis
Develop internal procedures and custom reports
Create account opening packages and review both Know Your Client (KYC) and Client Identification Program (CIP) documents
Perform due diligence and client background checks using Lexis-Nexis
Review corporate governance documents to determine underlying structure and key role players

Advisory Services Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Advisory Services

List any licenses or certifications required by the position: CPA, CIA, CISA, CA, CMA, NPX, NPP, CFA, PMP, ITIL

Education for Advisory Services

Typically a job would require a certain level of education.

Employers hiring for the advisory services job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Graduate, Engineering, Business, MBA, Computer Science, Economics, Mathematics, Statistics

Skills for Advisory Services

Desired skills for advisory services include:

U.S. GAAP and IFRS
Mergers and acquisitions
IFRS
Internal accounting controls
US GAAP
Professional standards and regulations and systems
GAAS
Transaction advisory services
SEC Reporting

Desired experience for advisory services includes:

Minimum 3 years' experience in compliance preferably in a financial planning audit role
Sound knowledge of the compliance process as related to financial planning
Perform quality controls of the client record database and create metrics using client data to ensure efficiency within the team
Directly responsible for fiduciary accounts which include trusts, estates, and investment management relationships
Active participant in administrative review committees discretionary payment committees
Identify questions and/or concerns regarding any documents governing client accounts and address them with management and legal, if necessary

Advisory Services Examples

1

Advisory Services Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of advisory services. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for advisory services
  • Review each relationship to ensure compliance with trust terms, proper fee allocation, proper documentation
  • Review operational, financial, and technology processes to provide management with an individual assessment of business risk, internal control, and the overall effectiveness and efficiency of the process the risks associated with Sarbanes Oxley as it pertains to internal controls
  • Receive and respond to client requests, service as the liaison between clients and the company
  • Demonstrates expertise and leadership in consultative core competencies such as executive presentation development/delivery, change management, facilitation
  • Communicate effectively (written and verbal) to a variety of audiences
  • Adheres to all company policies and procedures including, but not limited to those identified within the Standards of Business Conduct and the Colleague Handbook, as may be amended from time to time
  • Provides supervision, training, motivation and professional development of staff to ensure high quality output and efficiency in the department
  • Autonomy - Using established procedures and working under general supervision, performs assigned tasks
  • Communicate effectively and professionally with all levels of client personnel and client service personnel
  • Collaborate with colleagues to recommend most cost­-effective ways to complete tasks
Qualifications for advisory services
  • Plan, execute, direct and complete analysis of historical financial statements to identify sustainable earnings for a variety of industries, including manufacturing, distribution, hospitality, high-technology, and healthcare
  • Effectively review/write engagement reports and other deliverables to client management
  • Monitor progress of engagements, manage risk, and keep key stakeholders informed of key findings and expected timetables
  • CPA and other relevant professional certifications a plus
  • Seven plus years of progressive transaction services experience in public accounting or equivalent environment delivering and managing projects
  • Ability to work additional hours as needed and travel out-of-town as required
2

Advisory Services Job Description

Job Description Example
Our innovative and growing company is looking for an advisory services. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for advisory services
  • Provide consultation regarding client issues and make recommendation on appropriate solutions
  • Evaluate current assignments and work to assist with the development expanded opportunities
  • Create, package, train, and monitor offerings to be utilized by sales team to generate revenue and/or other non-revenue benefits
  • Collaborate with various internal teams (and possibly external partners if appropriate) to create offering parameters and packages
  • Act and work independently
  • Manage and supervise litigation support engagements and teams
  • Prepare computer models, computer-generated illustrations, and other trial exhibits
  • Participate in marketing and recruiting initiatives to grow the broker/dealer
  • Processes received bank lists and disclosure responses, and ensures file availability and readiness for other ID teams' use
  • Uploads relevant ownership data within the database, and researches institutional shareholders' information
Qualifications for advisory services
  • Prepare valuation reports, assume responsibility for accuracy and quality of deliverables and effectively communicate engagement results to clients and their advisors
  • Holds a CFA, ASA, or ABV certification (or in the process of pursuing such designations)
  • Minimum of four to six years of experience preparing business valuations, with at least two years involvement with performing valuations for financial reporting (e.g., purchase price allocations, goodwill and long-lived asset impairment)
  • Experience valuing of debt and complex financial instruments, using advanced mathematical techniques (e.g., simulation analysis)
  • Ability to work hours required to meet client needs
  • Experience working for one of the Big 4 or Top 10 accounting advisory firms is a plus
3

Advisory Services Job Description

Job Description Example
Our growing company is looking to fill the role of advisory services. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for advisory services
  • Applying business processes, including IT and internal controls risks to a framework, COSO and Sarbanes Oxley 302 and 404 requirements
  • Generates new business with new clients and with existing clientele
  • Place all trades for Programs where the Advisory Services Group does the trading
  • Process daily trade, allocation requests and step-out notices for Premier Accounts
  • Process periodic/as needed rebalance of Advantage, Direct Access and Russell Strategies Programs
  • Process trade error reconciliation as they occur
  • Research and provide information as requested
  • Act as liaison between Advisers and numerous departments within the company to handle requests and to resolve problems
  • Instrumental in developing trading procedures for current and potential new Programs
  • May assist with Billing department on as needed basis
Qualifications for advisory services
  • 5+ years of work experience in health care management or equivalent consulting experience
  • At least 7 years of experience leading of the
  • Legal authorization to work in the United States or
  • In-depth knowledge in relevant discipline
  • Aptitude for using computer-based communication tools and for learning new technologies
  • Experience working with the design and print production process preferred
4

Advisory Services Job Description

Job Description Example
Our company is looking for an advisory services. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for advisory services
  • Lead project teams to design and deliver customised solutions and arrange post-project support
  • Oversee projects run by more junior members of the team
  • Conduct design and knowledge transfer workshops on quantitative and qualitative methodologies so that clients can utilise the full potential of our solution
  • Lead business development efforts, which includes writing proposals, attending pre-sale meetings to provide expertise and recommend solutions while determining client requirements and project scope
  • Be involved in managing our credit risk products
  • Effective delegation of work assignments to develop and train staff
  • Assist legal counsel and their clients in preparation for dispute resolution by analyzing and preparing expert reports and testimony
  • Manage client relationships throughout the process encompassing overall planning, budgeting, billings and collections
  • Manage subordinate efforts – train and develop employees in all aspects, provide leadership, direction and meaningful feedback
  • Communicate findings to Partner, outside counsel and client
Qualifications for advisory services
  • CFA and/or passage of FINRA Series 6 and 63 or 7 may be required for certain markets
  • Commercial real estate or public funds marketing experience may be required depending on the market assigned
  • Excellent oral and written communication skills are required, including interpersonal skills and presentation ability
  • Must possess strong project management skills, in-depth product knowledge, and service orientation
  • Excellent knowledge of the institutional asset management market required
  • Also essential is the ability to identify opportunities and view clients' situations analytically and holistically
5

Advisory Services Job Description

Job Description Example
Our company is looking for an advisory services. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for advisory services
  • Responsible for presenting and explaining models, communicating industry best practices, evaluating risk cost versus reward tradeoffs based on client-specific data
  • Provide leadership to Advisory Services team members within an engagement
  • Responsible for advising clients as part of standard (billable hours or standard services agreements) and custom engagements (incremental)
  • Supervise all Management Advisory Services (MAS) staff
  • Handle complex and specialized financial and operational reviews
  • Serve as the audit liaison on appropriate audits including State Legislative Audit and delegate this role, as appropriate, on other audits
  • Serve as the primary resource for financial analysis, handle high level initiatives
  • Oversee and create associated training programs
  • Conduct strategic planning and conduct campus outreach
  • Coordinate audits for non-research activities with internal and external auditors
Qualifications for advisory services
  • Knowledge of Statistical programming for the modeling efforts
  • Have a strong understanding of regulatory and accounting requirements, analysis and methodologies
  • Hands on project experience preferably developed within a consulting environment
  • Innovative approach to solving complex issues and problems
  • Ability to develop high quality project deliverables
  • Responsible for the delivery of consulting, implementation, model calibrations and client facing projects within the Insurance Services team

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