Account Manager

2 weeks ago

Stoney Creek, 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 experience
**Tasks**:

- 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
- Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
- Investigate possible unethical conduct or breeches of securities or commodity futures law
- 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
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
- Train, direct and motivate staff
- 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
- 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 operations
**Supervision**:

- 3-4 people
**Computer and technology knowledge**:

- MS Access
- MS Excel
- MS PowerPoint
- MS Outlook
**Work conditions and physical capabilities**:

- Fast-paced environment
- Work under pressure
- Tight deadlines
- Attention to detail
- Overtime required
**Personal suitability**:

- Accurate
- Dependability
- Efficient interpersonal skills
- Excellent oral communication
- Organized
- Team player

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