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account manager Verified This job was posted directly by the employer on Job Bank.
With some duties as a bookkeeper
Posted on May 17, 2024 by Employer details Sixtop Inc.
Job details
Education: College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year. Accounting and finance. 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. Computer and technology knowledge: Quick Books. MS Office. Area of specialization: Financial planning. Financial examination. Financial technology. Accounting. 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. Screening questions: Do you have previous experience in this field of employment?. Do you have the above-indicated required certifications?. What is the highest level of study you have completed?. Experience: 2 years to less than 3 years. Green job: Involves duties and responsibilities that lead to positive environmental outcomes. Workplace information: Remote work available. Health benefits: Dental plan. Health care plan.- LocationOttawa, ONRemote work available
- Salary$45,000 to $55,000YEAR annually (To be negotiated) / 40 hours per week
- Terms of employment Permanent employmentFull time
- Day, Morning
- Start date Starts as soon as possible
- Benefits: Health benefits
- vacancies 1 vacancy
- Source Job Bank #2921460
Overview
Languages
English
Education
- College, CEGEP or other non-university certificate or diploma from a program of 3 months to less than 1 year
- or equivalent experience
- Accounting and finance
Experience
2 years to less than 3 years
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
Who can apply to this job?
Only apply to this job if:
- You are a Canadian citizen, a permanent or a temporary resident of Canada.
- You have a valid Canadian work permit.
If you are not authorized to work in Canada, do not apply. The employer will not respond to your application.
Advertised until
2024-06-16
Important notice: This job posting was posted directly by the employer on Job Bank. The Government of Canada has taken steps to make sure it is accurate and reliable but cannot guarantee its authenticity.
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