Account Manager (Sault Ste. Marie)

Account Manager (Sault Ste. Marie)

21 Sep
|
FutureSSM
|
Sault Ste. Marie

21 Sep

FutureSSM

Sault Ste. Marie

- 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 current 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

📌 Account Manager (Sault Ste. Marie)
🏢 FutureSSM
📍 Sault Ste. Marie

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