- 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
📌 Account Manager (Canada)
🏢 FutureSSM
📍 Canada
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