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

    North Eastern Trucking Inc.
    North Eastern Trucking Inc. Hamilton, Canada

    1 week ago

    Default job background
    Description
    • Work Term: Permanent
    • Work Language: English
    • Hours: 35 hours per week
    • Education: Bachelor's degree
    • Experience: 2 years to less than 3 years
    • 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
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