Account Manager
Woodbridge, ON, CA, Canada
Job Description
Education: College/CEGEP Experience: 1 year to less than 2 years
Tasks
---------Advise on trust account investments Identify clients' financial goals and objectives Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning 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 Work Term: Permanent Work Language: English * Hours: 30 to 40 hours per week
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Job Detail
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Job IdJD3439375
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationWoodbridge, ON, CA, Canada
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EducationNot mentioned