Senior Manager of Technical Accounting & Financial Reporting leading U.S. GAAP compliance and REIT reporting for a data infrastructure firm based in Denver, CO.
About the role
- Client financial services agent providing support to advisors and personalized service to clients in a hybrid work environment. Engaging with clients to deliver financial solutions and services.
Responsibilities
- Work closely with advisors and provide personalized support to members and clients
- Help advisors deliver services and maintain business relationships
- Handle client requests
- Perform tasks and research as needed, and recommend appropriate solutions
- Help colleagues manage their agenda and emails
- Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations
- Help members and clients choose and get the most of their tools and channels based on their desired level of independence and automation
- Seize business opportunities and participate in sales development initiatives
Requirements
- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Understanding of financial documents used in asset management
- Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of competitors
- Knowledge of integrating financial data into systems
- Knowledge of compliance with An Act respecting the distribution of financial products and services
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Knowledge of operating procedures related to investment and financing activities
- Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
- Knowledge of operating procedures related to opening accounts, the selling of additional products and services, and Accord D financing
- Knowledge of the Desjardins business processes (e.g. sales, solicitation and negotiation)
- Knowledge of service standards
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Interpersonal Savvy
- Nimble learning
- Situational adaptability
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Senior Accountant supporting financial reporting and technical accounting at Rowan Digital Infrastructure. Collaborate cross - functionally to deliver accurate financial statements and maintain REIT compliance processes.
Financial and Treasury Accountant responsible for high - quality financial information and account reconciliations at Element. Assisting in effective cash management and treasury operations.
Junior financial accountant managing finances for a leading leisure group in Madrid. Responsible for accounting, treasury tasks, and financial support tasks.
Associate Director in M&A Advisory for Financial Services, assisting in transaction execution and client presentations. Leading deals and collaborating with senior team members in a hybrid environment.
Manager in Financial Services M&A Advisory executing transactions and driving business development. Collaborating with senior team members and managing multiple projects simultaneously.
Senior Financial Analyst responsible for managing financial records within Wharton Finance & Administration. Overseeing financial activities and supporting budget development for multiple units.
Financial Accountant collaborating within finance team to manage reporting, compliance, and stakeholder relationships. Supporting budgeting and financial processes at Gearset.
Finance Intern assisting with accounting projects and gaining experience in business setting at ICU Medical. Supporting budget processes and internal audits.
Financial Analyst I at SCP Health providing critical financial analysis and supporting Operational Finance Team. Responsible for reporting, budgeting, and analyzing overall financial performance in healthcare.