Account manager

Education: Bachelor's degree. 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. Arrange for sale of financial products and investments. Assist in the planning and execution of financial statement audits. Co-ordinate, assign and review work. Computer and technology knowledge: Quick Books. MS Office. Area of specialization: Accounting. Screening questions: Are you available for shift or on-call work?. Do you have experience working in this field?. Employment terms options: Evening. Experience: 3 years to less than 5 years. Employment terms options: Morning. Day. Financial benefits: As per collective agreement. Support for persons with disabilities: Provides awareness training to employees to create a welcoming work environment for persons with disabilities. Support for newcomers and refugees: Provides diversity and cross-cultural trainings to create a welcoming work environment for newcomers and/or refugees . Support for youths: Provides awareness training to employees to create a welcoming work environment for youth. Support for Veterans: Provides awareness training to employees to create a welcoming work environment for Veterans . Support for Indigenous people: Provides cultural competency training and/or awareness training to all employees to create a welcoming work environment for Indigenous workers . Support for mature workers: Provides staff with awareness training to create a welcoming work environment for mature workers . Supports for visible minorities: Provides diversity and cross-cultural training to create a welcoming work environment for members of visible minorities.