account manager

at  Sixtop

Ottawa, ON K1R 7J5, Canada -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate26 Apr, 2025Not Specified26 Jan, 20252 year(s) or aboveTechnologyNoNo
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Description:

EDUCATION

  • College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year

COMPUTER AND TECHNOLOGY KNOWLEDGE

  • Quick Books
  • MS Office

WORK CONDITIONS AND PHYSICAL CAPABILITIES

  • Work under pressure
  • Tight deadlines
  • Attention to detail

EXPERIENCE

  • 2 years to less than 3 years

Responsibilities:

  • Identify clients’ financial goals and objectives
  • Analyze clients’ financial records
  • Develop financial plans for clients
  • Make recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planning
  • Assist in the planning and execution of financial statement audits
  • Perform basic bookkeeping tasks
  • Prepare reports


REQUIREMENT SUMMARY

Min:2.0Max:3.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Sales

Diploma

College cegep or other non-university certificate or diploma from a program of 3 months to less than 1 year

Proficient

1

Ottawa, ON K1R 7J5, Canada