Account Manager – Financial Services
LOCK CITY DAIRIES INC. · Sault Ste. Marie
Job description
About the role
We are seeking an experienced Account Manager to supervise staff and manage a range of financial operations, including cash management, insurance, investment planning, underwriting, and trust administration.
Key responsibilities
- Supervise staff and ensure efficient workflow.
- Make recommendations on cash management, insurance coverage, investment, retirement and estate planning.
- Underwrite new issues of stocks and bonds and prepare offering prospectuses.
- Administer various trusts, direct trust account investments, record investment income and disburse trust funds.
- Assist in planning and execution of financial statement audits.
- Oversee cash flow and treasury functions.
Required profile
- Minimum five years of experience in financial/account management.
- Strong attention to detail and accuracy.
- Excellent oral and written communication skills.
- Efficient interpersonal skills.
- Ability to work collaboratively as a team player.
- Proactive initiative and problem‑solving mindset.
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LOCK CITY DAIRIES INC.
Sault Ste. Marie
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