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account manager

4 months ago

Hamilton, Canada North Eastern Trucking Inc. Full time
  • Work Term: Permanent
  • Work Language: English
  • Hours: 35 hours per week
  • Education: Bachelor's degree
  • Experience: 2 years to less than 3 years
  • or equivalent experienceTasks
  • 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
  • Underwrite new issues of stocks and bonds
  • 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
  • Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
  • Plan and control budget and expenditures
  • Oversee the preparation of reports
  • Oversee the collection and analysis of financial data
  • Monitor financial control systems
  • Manage contracts
  • Investigate possible unethical conduct or breeches of securities or commodity futures law
  • Establish and implement policies and procedures
  • Design and manage investment strategies
  • Assign, co-ordinate and review projects and programs
  • Advise senior management
  • Plan, organize, direct, control and evaluate daily operationsSupervision
  • 3-4 peopleComputer and technology knowledge
  • MS Access
  • MS Excel
  • MS PowerPoint
  • MS OutlookWork conditions and physical capabilities
  • Fast-paced environment
  • Work under pressure
  • Tight deadlines
  • Attention to detail
  • Overtime requiredPersonal suitability
  • Accurate
  • Dependability
  • Efficient interpersonal skills
  • Excellent oral communication
  • Organized
  • Team player