Account Manager (with some duties as a bookkeeper) / Sixtop Full Time Hybird NEW

Overview

Languages

• English

Education

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

Experience

• 2 years to less than 3 years

Hybrid

• Work must be completed both in person and remotely.

Green job Help – Green job – Help

• The employer stated that this position is a green job, because it involves tasks and responsibilities contributing to positive environmental outcomes and helping Canada achieve its net-zero target.

Responsibilities

Tasks

• 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

Experience and specialization

Computer and technology knowledge

• Quick Books
• MS Office

Area of specialization

• Financial planning
• Financial examination
• Financial technology
• Accounting

Additional information

Security and safety

• Criminal record check

Work conditions and physical capabilities

• Work under pressure
• Tight deadlines
• Attention to detail

Personal suitability

• Accurate
• Dependability
• Efficient interpersonal skills
• Excellent written communication
• Initiative
• Organized

Benefits

Health benefits

• Dental plan
• Health care plan