account manager
$36.65 per hourFull-time
APS SECURITY SOLUTIONS LTD.
Overview
Languages
English
Education
- Bachelor's degree
Experience
2 years to less than 3 years
On site
Work must be completed at the physical location. There is no option to work remotely.
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
- Prepare tax returns
- Set up and maintain manual and computerized information filing systems
Vacancy posted 2 days ago
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