Account Manager

2 weeks ago


Ottawa, Canada Sixtop Inc. Full time

Education:

- Expérience:
**Education**:

- College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year
- Accounting and finance
**Tasks**:

- Identify clients' financial goals and objectives
- Analyze clients' financial records
- Develop financial plans for clients
- Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
- Assist in the planning and execution of financial statement audits
- Perform basic bookkeeping tasks
- Prepare reports
**Computer and technology knowledge**:

- Quick Books
- MS Office
**Area of specialization**:

- Financial planning
- Financial examination
- Financial technology
- Accounting
**Security and safety**:

- Criminal record check
**Work conditions and physical capabilities**:

- Work under pressure
- Tight deadlines
- Attention to detail
**Personal suitability**:

- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent written communication
- Initiative
- Organized
**Screening questions**:

- Do you have previous experience in this field of employment?
- Do you have the above-indicated required certifications?
- What is the highest level of study you have completed?
**Experience**:

- 2 years to less than 3 years
**Green job**:

- Involves duties and responsibilities that lead to positive environmental outcomes
**Workplace information**:

- Remote work available
**Health benefits**:

- Dental plan
- Health care plan
- Durée de l'emploi: Permanent
- Langue de travail: Anglais
- Heures de travail: 40 hours per week



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