Titre du poste ou emplacement

Account manager

Perfect Financial Friends Corp

Calgary, AB

Posté aujourd'hui

Détails de l'emploi :

38,00 $ / heure
Temps plein
Niveau d`entrée

Overview
  • Job Duration: Permanent
  • Language of Work: English
  • Hours of Work: 35 hours per week
  • Education:
  • Experience:
  • 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

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