account manager

Education

• College / CEGEP

Tasks

• Advise on trust account investments
• Identify clients' financial goals and objectives
• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Negotiate with corporations and government to determine the type and terms of new securities issue
• Prepare offering prospectus for new issues of stocks and bonds
• Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
• Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds

Experience

• 1 year to less than 2 years
• Durée de l'emploi : Permanent
• Langue de travail : Anglais
• Heures de travail : 30 to 40 hours per week