Education: Exprience: Education Bachelor''s degree or equivalent experience Work setting Private company, corporation or industry 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 Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments,



receive and record investment income and disburse trust funds Area of specialization Financial planning Accounting Work conditions and physical capabilities Attention to detail Personal suitability Accurate Dependability Efficient interpersonal skills Excellent oral communication Excellent written communication Initiative Interpersonal awareness Judgement Organized Team player Due diligence Screening questions Do you have experience working in this field? Experience 3 years to less than 5 years Employment terms options Morning Day Support for persons with disabilities Provides awareness training to employees to create a welcoming work environment for persons with disabilities Support for youths Provides awareness training to employees to create a welcoming work workplace for youth Support for Indigenous people Provides cultural competency training and/or awareness training to all employees to create a welcoming work environment for Indigenous workers Dure de l''emploi: Permanent Langue de travail: Anglais Heures de travail: 35 to 40 hours per week

📌 account manager (Vaughan)
🏢 PESTEND
📍 Vaughan