Financial Consultant guiding individual investors in financial planning and asset management. Join T. Rowe Price to provide education, advice, and services for investment success.
About the role
- Financial Trainee assisting with various financial activities including accounting and payroll at the City. Collaborating with staff on vendor communications and budget-related tasks.
Responsibilities
- The Financial Trainee will assist divisional staff with general accounting, purchasing, payroll and budget duties in addition to vendor communication as it relates to the program area.
- Assists with accounting/purchasing/payroll/budget duties.
- Assists with the compilation of financial/accounting/purchasing/payroll/budget and statistical information.
- Enters and updates and matches financial data, account information, etc.
- Assists in processing accounts, billings, collections, etc.
- Collects, compiles, extracts and organizes data for others to use/analyze.
- Assists with calculations.
- Assists with preparation of financial statements.
- Distributes documentation.
- Responds to enquiries by referring to appropriate staff.
Requirements
- Currently enrolled in or a recent graduate of any post-secondary program of a financial/accounting background and/or any equivalent combination of education and experience.
- Experience using various computer software applications including but not limited to Microsoft Office M365.
- Experience working in a customer service-oriented environment.
- Working towards a CFA (Chartered Financial Analyst) designation or a CSC (Canadian Securities Course) would be considered an asset.
- Knowledge and/or experience in analyzing financial data and preparing financial reports would be an asset.
- Excellent interpersonal and communication skills with the ability to interact with staff and clients in an efficient and diplomatic manner, both in-person, over the phone and via email.
- Excellent organizational and problem-solving skills.
- Ability to work effectively as a member of a team.
- Ability to communicate effectively both orally and in writing.
- Ability to work under time constraints and meet deadlines.
- Ability to provide excellent customer service when dealing with the pubic.
- Ability to work flexible hours including overtime as required.
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