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Account Manager
2 months ago
We are seeking a highly skilled Account Manager to join our team at Abler HD Canada INC. As an Account Manager, you will be responsible for advising clients on trust account investments and identifying their financial goals and objectives.
Key Responsibilities- Financial Planning: Develop financial plans for clients, including cash management, insurance coverage, investment planning, retirement, and estate planning.
- Trust Administration: Administer estate, personal, charitable, corporate, and other types of trusts, direct trust account investments, receive and record investment income, and disburse trust funds.
- Client Communication: Communicate with clients to understand their financial needs and provide recommendations to meet those needs.
- Staff Supervision: Supervise staff to ensure that tasks are completed efficiently and effectively.
- Financial Analysis: Analyze clients' financial records to identify areas for improvement and provide recommendations for financial planning.
- Education: Bachelor's degree or equivalent experience.
- Experience: 2 years to less than 3 years of experience in a related field.
- Language: Fluency in English.
- Work Setting: Private sector.
