Regional Sales Representative at Canada Life working closely with advisors to drive sales growth. Collaborating with sales team to deliver bottom line wealth sales growth and optimize advisor relationships in Toronto.
About the role
- Account Executive responsible for invoicing, payment monitoring, and supplier coordination at PrimaBaguz. Engaging in procurement activities while ensuring accurate documentation and reporting.
Responsibilities
- Invoice Preparation: Generate and issue invoices based on confirmed sales orders, delivery notes, or service agreements. Ensure accuracy of all invoice details including pricing, quantities, customer information, and applicable taxes.
- Verification and Documentation: Cross-check sales and delivery data prior to invoicing to ensure consistency and accuracy. Maintain proper records and filing systems for all issued invoices for future reference and audits.
- Invoice Distribution: Send invoices to customers via email or electronic invoicing systems (e-invoicing) within the required timeline. Update invoice in B2B portal (selected customer only). Handle any requests for invoice copies or corrections promptly.
- Debit / Credit Note: Issuing debit / credit note to customer within required timeframes.
- Payment Monitoring: Track payment due dates and follow up with commercial team on outstanding invoices. To update payment records and manage overdue accounts. Prepare and send out reminder letter to customers for long outstanding invoice upon receiving advise.
- Reporting and Analysis: Prepare monthly reports on customers statement of accounts (SOA) and customers aging. To reconcile AR balance with the general ledger.
- Add-hoc Task: To perform any other tasks as and when required.
Requirements
- Diploma or bachelor’s degree in accounting, finance or related field.
- Minimum of 2 years of experience in handling full set of accounts.
- Proficiency in accounting software.
- Strong understanding of accounting principles and financial reporting.
- Excellent analytical and problem-solving skills.
- Attention to detail and accuracy.
- Computer application – MS Office.
Benefits
- Medical and dental benefits to support your well-being.
- Meal subsidy for added convenience.
- Accident and surgical insurance coverage for peace of mind.
- A friendly and professional work environment that supports collaboration and mutual respect.
- Training and development programs to help you grow your knowledge, skills, and career.
- Clear paths for career advancement within the company, we believe in promoting from within.
- The chance to be part of a remarkable team that values results, innovation, and dedication.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
SL
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