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 current 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
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📌 Account Manager (Ontario)
🏢 FutureSSM
📍 Ontario
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