account managerAPS SECURITY SOLUTIONS LTD. • Surrey, BC, CA

account manager

APS SECURITY SOLUTIONS LTD. • Surrey, BC, CA

30+ days ago

Job type

Full-time

Permanent

Job description

Education: Bachelor's degree
Experience: 2 years to less than 3 years

Tasks

Identify clients' financial goals and objectives
Supervise staff
Analyze clients' financial records
Develop financial plans for clients
Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
Prepare tax returns
Set up and maintain manual and computerized information filing systems

Employment terms options

Evening

Employment terms options

Morning
Day

Support for newcomers and refugees

Participates in a government or community program or initiative that supports newcomers and/or refugees

Support for youths

Participates in a government or community program or initiative that supports youth employment

Support for Veterans

Participates in a government or community program or initiative that supports Veterans

Support for Indigenous people

Participates in a government or community program or initiative that supports Indigenous people

Supports for visible minorities

Participates in a government or community program or initiative that supports members of visible minorities
Work Term: Permanent
Work Language: English
Hours: 40 hours per week

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Account manager • Surrey, BC, CA

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