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PNR MANAGEMENT SERVICES LTD logo

investment manager - banking, credit and investment

PNR MANAGEMENT SERVICES LTDabout 18 hours ago
Kelowna, BC
CA$104,998/yearly
Term or contract Full time

Top Benefits

Dental plan
Disability benefits
Health care plan

About the role

Education: Bachelor's degree. 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. Experience: 3 years to less than 5 years. 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).

About PNR MANAGEMENT SERVICES LTD