Account manager

Education

• Secondary (high) school graduation certificate

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
• 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
• Assist in the planning and execution of financial statement audits

Experience

• 1 year to less than 2 years
• Durée de l'emploi: Permanent
• Langue de travail: Anglais
• Heures de travail: 30 to 40 hours per week