account managerLeena's Inc • Calgary, AB, CA
account manager
Leena's Inc • Calgary, AB, CA
Il y a plus de 30 jours
Type de contrat
- Temps plein
- Permanent
Description de poste
- Education: Bachelor's degree
- Experience: 1 year to less than 2 years
- Private company, corporation or industry
- Identify clients' financial goals and objectives
- Supervise staff
- Develop financial plans for clients
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Arrange for sale of financial products and investments
- Assist in the planning and execution of financial statement audits
- Reconcile accounts
- Prepare T4 statements and other statements
- Involves duties and responsibilities that lead to positive environmental outcomes
- Work Term: Permanent
- Work Language: English
- Hours: 30 hours per week
Work setting
Tasks
Green job
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Account manager • Calgary, AB, CA
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