account manager

Abler HD Canada INC
Ajax, ON, CA
$38,5 an hour
Permanent
  • Education :
  • Expérience :

Education

  • Bachelor's degree
  • or equivalent experience

Work setting

Private sector

Tasks

  • Advise on trust account investments
  • 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
  • Arrange for sale of financial products and investments
  • 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
  • Assist in the planning and execution of financial statement audits

Experience

2 years to less than 3 years

Health benefits

  • Dental plan
  • Durée de l'emploi : Permanent
  • Langue de travail : Anglais
  • Heures de travail : 40 hours per week
  • 30+ days ago
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