account manager

Jelly Bean Daycare Centre Inc. • Woodbridge, ON, CA • 6d ago

Education: Secondary (high) school graduation certificate
Experience: 1 year to less than 2 years

Tasks

Advise on trust account investmentsIdentify clients' financial goals and objectivesSupervise staffAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningNegotiate with corporations and government to determine the type and terms of new securities issuePrepare offering prospectus for new issues of stocks and bondsAssist in the planning and execution of financial statement audits Work Term: Permanent Work Language: English Hours: 30 to 40 hours per week