account managerLeena's Inc • Calgary, AB, CA

account manager

Leena's Inc • Calgary, AB, CA

30+ days ago

Job type

Full-time

Permanent

Job description

Education: Bachelor's degree
Experience: 1 year to less than 2 years

Work setting

Private company, corporation or industry

Tasks

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

Green job

Involves duties and responsibilities that lead to positive environmental outcomes
Work Term: Permanent
Work Language: English
Hours: 30 hours per week

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Account manager • Calgary, AB, CA

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