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account manager Verified This job was posted directly by the employer on Job Bank.
Posted on March 27, 2024 by Employer details North Eastern Trucking Inc.
Job details
Education: Bachelor's degree. 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. 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. 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. Review and examine financial services and institutions to ensure compliance with governing legislation and regulation. 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. Investigate possible unethical conduct or breeches of securities or commodity futures law. 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. Experience: 2 years to less than 3 years.- LocationStoney Creek, ON
- Salary$41.00HOUR hourly / 35 hours per week
- Terms of employment Permanent employmentFull time
- Day, Evening, Overtime, Morning
- Start date Starts as soon as possible
- vacancies 1 vacancy
- Source Job Bank #2852982
Overview
Languages
English
Education
- Bachelor's degree
- or equivalent experience
Experience
2 years to less than 3 years
Responsibilities
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
- 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
- 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
- Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
- 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
- Investigate possible unethical conduct or breeches of securities or commodity futures law
- 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
Experience and specialization
Computer and technology knowledge
- MS Access
- MS Excel
- MS PowerPoint
- MS Outlook
Additional information
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
Employment groups Help - Employment groups
This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:
- Indigenous people
- Newcomers to Canada
- Youth
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
2024-07-25
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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