Account Manager

Employer: Perfect Financial Friends Corp

Location: Calgary, Alberta

Salary: $38.00 hourly

Languages: English Education: Bachelor's degree Experience: 3 years to less than 5 years 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. Assist in the planning and execution of financial statement audits. Co-ordinate, assign and review work Computer and technology knowledge: Quick Books. MS Office Area of specialization: Accounting Financial benefits: As per collective agreement