Responsible for financial control, management reporting and month - end close. Ensure correct use of the Sankhya ERP and provide analysis to support management decisions.
About the role
- Financial services professional supporting clients' investment and financing needs. Ensuring quality service and developing tailored financial solutions for members.
Responsibilities
- Respond to members’ investment and financing needs while delivering high-quality service
- Develop strategies and recommend investment, financing, and insurance products
- Manage business relationships and evaluate member/client satisfaction and service quality
- Follow up on cases and identify opportunities for improvement
- Stay current on the financial services industry, market trends, and best practices
Requirements
- Attentive to the needs of members and clients
- Committed to supporting clients’ financial well-being
- Excellent customer service and interpersonal skills
- Ability to manage and grow business relationships
- Knowledge of investment, financing, and insurance products
- Up-to-date understanding of the financial services industry and market trends
- Open to various career paths or formal training within the financial sector
Benefits
- Competitive salary with annual bonus
- Four weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing predictable, stable retirement income
- Group insurance, including telemedicine
- Reimbursement for health and wellness expenses and telework equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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