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Investment manager - banking, credit and investment

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    Investment manager - banking, credit and investment

    PNR MANAGEMENT SERVICES LTD

    Investment manager - banking, credit and investment

    PNR MANAGEMENT SERVICES LTD Kelowna, British Columbia

    Administrative Support
    Reference : 49626654
    Posted 3 day(s) ago | Still Open
    Contract / Freelance Full time As soon as possible

    Description

    • Work Term: Temporary
    • Work Language: English
    • Hours: 35 to 40 hours per week
    • Education: Bachelor's degree
    • Experience: 3 years to less than 5 years
    Work setting
    • Urban area
    • Willing to relocate
    • Relocation costs not covered by employer
    • Investment company
    • Head office
    • Financial management/services
    Budgetary responsibility
    • $8,000,001 +
    Tasks
    • Evaluate daily operations
    • Identifying and investigating compliance issues
    • Plan and control budget and expenditures
    • Plan and organize daily operations
    • Hire, train, direct and motivate staff
    • Establish and implement policies and procedures for accounting and financial control
    • Oversee the preparation of reports
    • Advise senior management
    • Leading/instructing groups
    • Address customers' complaints or concerns
    • Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
    • Manage cash
    • Variance analysis
    • Consult with clients after sale to provide ongoing support
    • Coordinate the organization's financial operations and budget activities in order to optimize financial performance
    Supervision
    • 3-4 people
    • 5-10 people
    Computer and technology knowledge
    • MS Excel
    Area of specialization
    • Business analysis
    • Risk management
    • Operations management
    • Project management
    • Sales
    • Financial asset management
    • Investigation
    Specialization/experience (business sales and services)
    • Negotiation
    Work conditions and physical capabilities
    • Fast-paced environment
    • Work under pressure
    • Tight deadlines
    • Attention to detail
    • Large caseload
    • Large workload
    Personal suitability
    • Accurate
    • Client focus
    • Efficient interpersonal skills
    • Flexibility
    • Initiative
    • Judgement
    • Organized
    • Team player
    • Values and ethics
    • Ability to multitask
    • Due diligence
    • Analytical
    Screening questions
    • Are you available for shift or on-call work?
    • Are you available to start on the date listed in the job posting?
    • Do you have experience working in this field?
    Employment terms options
    • Early morning
    • Evening
    Employment terms options
    • Morning
    • Day
    • Weekend
    Health benefits
    • Dental plan
    • Disability benefits
    • Health care plan
    • Vision care benefits
    Financial benefits
    • Group insurance benefits
    • Life insurance
    • Registered Retirement Savings Plan (RRSP)
    Other benefits
    • Free parking available
    • Paid time off (volunteering or personal days)


    Salary: $50.48 hourly

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