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account manager
Posted on December 03, 2024 by Employer details Abler HD Canada INC
Job details
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.- LocationHappy Valley-Goose Bay, NL
- Workplace information On site
- Salary$38.50HOUR hourly / 40 hours per week
- Terms of employment Permanent employmentFull time
- Overtime, Early Morning, Morning
- Starts as soon as possible
- Benefits: Health benefits
- vacancies 2 vacancies
- Source Job Bank #3148320
Overview
Languages
English
Education
- Bachelor's degree
Experience
2 years to less than 3 years
On site
Work must be completed at the physical location. There is no option to work remotely.
Work setting
- Private sector
Responsibilities
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
Benefits
Health benefits
- Dental plan
Who can apply to this job?
The employer accepts applications from:
- Canadian citizens and permanent or temporary residents of Canada.
- Other candidates with or without a valid Canadian work permit.
Advertised until
2025-01-02
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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