Bilingual Investment Representative ensuring exceptional customer service for Qtrade Direct Investing at Aviso Wealth. Managing inquiries and supporting clients with trade orders in a fast - paced environment.
About the role
- Finance Manager overseeing global retirement programs, leading pension plan design and regulatory compliance at ZF US. Collaborating with auditors and managing employee benefits effectively.
Responsibilities
- Managing consultants and HR Managers to effectuate harmonization of Pension Plans including Plan design, vendor selection and administration in accordance with governance principles established by the Corporate Pension Committee (CPC).
- The management of US Retiree Medical Obligations – working with consultants to propose and implement changes aimed at reducing obligations as well as ongoing administration.
- The management of third-party administrators to ensure the delivery of retiree medical benefits and cost effectiveness of providing such benefits.
- The Preparation of proposals relative to changes to pension plan design changes for submission to the CPC for approval.
- On a monthly basis, ensuring that Pension & OPEB (other post-employment benefits) obligations for all countries are recorded in in accordance with IFRS.
- Actively participating in the collection and delivery of information for M&A projects on an as needed basis.
- Providing direction to external auditors relative to their audits of the various pension plans and related regulatory filings.
Requirements
- Bachelor’s degree in Finance or Accounting; CPA designation preferred.
- 8+ years of experience in finance and accounting.
- Operation and governance of employee benefit plans preferred.
- Strong background in accounting for global benefit plans, as well as an understanding of key financial metrics related to the Company‘s overall business performance.
- Firm understanding & ability to prepare deliverables to management.
- Ability to quickly understand the overall business in order to effectively create and manage project teams from various divisions (Finance, HR, etc.).
- Strong ability to organize, communicate and execute projects from inception to finalization.
- SAP Experience preferred.
- Must be authorized to work in the United States without sponsorship now or in the future.
Benefits
- Annual Incentive Plan
- Paid Vacation
- Personal Time
- 401k Plan
- Health Care Benefits
- Paid Holidays
- Tuition reimbursement for educational advancement
- A strong diversity culture
- Supportive Employee Groups and community outreach activities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Investment Representative at Aviso Wealth providing financial assistance through inquiries on Qtrade Direct Investing. Managing customer relationships and supporting online trading services with market insights.
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