Dynamic Financial Account Manager

Explore an impactful role as a Financial Account Manager. Take charge of trust and investment management while supervising team operations in a permanent day shift position.

We are looking for a dynamic Account Manager with a minimum of five years of experience in the financial services field. You will be responsible for recommending investment strategies, underwriting new securities, and preparing essential financial documentation. Effective leadership will help ensure smooth audits and trust administration.

Key Responsibilities:
• Lead and supervise the financial team effectively
• Recommend cash management and investment plans
• Underwrite new issues for stocks and bonds
• Prepare offering prospectus and related documentation
• Administer a diverse range of trusts and manage income

Requirements:
• Required: Bachelor’s degree
• Five or more years of relevant experience
• Proficient in oral and writ...