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 recent issues of stocks and bonds
Prepare offering prospectus for recent 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
J-18808-Ljbffr
📌 Account Manager Sault Ste Marie (Sault Ste. Marie)
🏢 FutureSSM
📍 Sault Ste. Marie
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