Account manager- North Eastern Trucking Inc.

Responsibilities & Tasks

• 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
• Review and examine financial services and institutions to ensure compliance with governing legislation and regulation
• Investigate possible unethical conduct or breeches of securities or commodity futures law
• Underwrite new issues of stocks and bonds
• Negotiate with corporations and government to determine the type and terms of new securities issue
• Prepare offering prospectus for new issues of stocks and bonds
• Negotiate mortgage loans and make application for mortgage to lenders or lending institutions on behalf of client
• Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds
• Train, direct and motivate staff
• Plan and control budget and expenditures
• Oversee the preparation of reports
• Oversee the collection and analysis of financial data
• Monitor financial control systems
• Manage contracts
• Establish and implement policies and procedures
• Design and manage investment strategies
• Assign, co-ordinate and review projects and programs
• Advise senior management
• Plan, organize, direct, control and evaluate daily operations

Supervision

• 3-4 people

Experience and specialization

Computer and technology knowledge

• MS Access
• MS Excel
• MS PowerPoint
• MS Outlook

Additional information

Work conditions and physical capabilities

• Fast-paced environment
• Work under pressure
• Tight deadlines
• Attention to detail
• Overtime required

Personal suitability

• Accurate
• Dependability
• Efficient interpersonal skills
• Excellent oral communication
• Organized
• Team player