account manager - Hamilton, Canada - North Eastern Trucking Inc.

North Eastern Trucking Inc. Hamilton, Canada

21 hours ago

Description

Durée de l'emploi: Permanent
Langue de travail: Anglais
Heures de travail: 35 hours per week
Education:
Expérience:

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
Train, direct and motivate staff
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

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