account manager

1 week ago


Ajax, Canada Abler HD Canada INC Full time $39
  • 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

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