account manager

at  F R C TRANSPORT LTD

Surrey, BC, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate07 Jul, 2024USD 37 Hourly08 Apr, 20241 year(s) or aboveGood communication skillsNoNo
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Description:

  • Education: Secondary (high) school graduation certificate
  • Experience: 1 year to less than 2 years
  • or equivalent experience

Responsibilities:

  • 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


REQUIREMENT SUMMARY

Min:1.0Max:2.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Sales

Graduate

Proficient

1

Surrey, BC, Canada