Account Manager

WelcometoSSM; Sault Ste. Marie; Vor Ort; CAD 32.000 - 37.000; Vollzeit

Zusammenfassung

FutureSSM is seeking a finance professional to work on cash management, insurance and investment planning, retirement and estate planning. The role involves underwriting new issues of stocks and bonds and preparing offering prospectuses.

The incumbent will administer trusts, direct investments, record income and disburse funds, and assist in audits. This is a full-time, on-site position located in Canada with no remote option.

Qualifikationen

• Requires 5+ years in finance or related field.
• Knowledge of cash management, insurance coverage, investment planning and estate planning.
• Strong analytical and decision-making abilities.

Aufgaben

• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning.
• Underwrite new issues of stocks and bonds.
• Prepare offering prospectus for new issues of stocks and bonds.
• Administer estate, personal, charitable, corporate and other trusts, direct trust investments and record investments.

Ausbildung

5+ years experience in finance

Jobbeschreibung

• Salary: 25.00hourly/40 hours per week
• Full time

Overview

Languages

Education

Experience

5 years or more

Work must be completed at the physical location. There is no option to work remotely.

Responsibilities

Tasks

• Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
• Underwrite new issues of stocks and bonds
• Prepare offering prospectus for new issues of stocks and bonds
• Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
• Assist in the planning and execution of financial statement audits