Senior Financial Accountant at Global University Systems managing multi - currency ledgers and financial reporting responsibilities. Supporting statutory accounts preparation and enhancing financial processes.
About the role
- Investment Specialist at Financial Horizons processing investment transactions and trades. Ensuring timely and accurate application handling with some autonomy in work completion.
Responsibilities
- Full scrubbing of received applications ensuring that SLAs (Service Level Agreements) are met
- Communicates with advisors to obtain missing information and/or signatures required on investment applications
- Application entry into the WealthServ system
- Ensuring adherence to process to mitigate required LOI’s
- Email wire order confirmation for application submission
- Completes transactions and trades on WealthServ system
- Transfer follow ups – ongoing updates to ensure current data is captured in the WealthServ system
- Retrieve and respond to incoming email inquiries and requests
Requirements
- Minimum of 3 years experience in the insurance and financial services industry
- Possesses specialized knowledge of investment products, specifically Segregated Funds
- Proven experience in Microsoft Office applications
- Knowledge of WealthServ an asset
- Completion of Post-Secondary School, or equivalent.
Benefits
- Health insurance
- Flexible working hours
- Professional development opportunities
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
FP&A Analyst at Arcadis providing essential financial reports for strategic decision - making and operational support. Collaborating with management to improve reporting efficiency and accuracy.
Revenue and Financial Manager at APHSA providing financial and operational support across portfolios. Managing revenue operations and ensuring alignment with organizational goals while collaborating with internal teams.
Investment Banking Analyst at CAA Evolution, supporting associates in financial analysis and transaction management. Engaged in the sports, media, and entertainment industries with a focus on client service.
Managing Director overseeing operations of Alternatives recon function at State Street. Responsible for platform migrations and service delivery improvements across financial services operations.
Finance Operations Executive managing reconciliation operations across six offices in APAC for a global digital media agency. Ensuring billing accuracy and resolving discrepancies with internal and external stakeholders.
Head of Financial Reporting managing group and local statutory accounts for global agency TEAM LEWIS. Acting as a lead on corporate compliance, managing audits, and consolidations across regions.
Finance Manager focusing on global sales analytics and reporting for Broadridge. Collaborating with Sales leadership to drive performance management and financial strategy.
Alternant(e) en Audit Financier avec Exco, découvertes et responsabilités variées dans un cabinet d’audit engagé. Développement des compétences en relations clients et procédures d'audit au sein d'une équipe passionnée.
Auditeur(rice) alternant(e) chez Exco, impliqué(e) dans des missions de contrôle et d'analyse pour divers clients. Travailler au sein d'une équipe dynamique et apprendre sur le terrain.