Operational support role assisting account managers in financing services. Preparing documentation, maintaining financial records, and ensuring compliance with policies.
Responsibilities
Support account managers by performing operational tasks related to financing products and services
Prepare documentation for member and client meetings
Enter data, update financial statements and profiles, perform profitability analyses
Follow instructions for adding, verifying, and recording transactions
Finalize documents following meetings by updating information in files
Conduct preliminary analyses for line of credit monitoring
Process files and reports as needed
Handle document filing and management tasks
Requirements
Attestation of Collegial Studies
A minimum of two years of relevant experience
Knowledge of French is required
Action oriented
Customer Focus
Drive results
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
Senior Finance Manager overseeing financial strategies for Expo brand within Newell Brands. Collaborating with brand development to drive profitable growth and support new product development.
CFO providing fractional CFO services to ambitious startups in Sydney, focusing on client service delivery and strategic advice. Join a leading startup - focused accounting and CFO firm.
Finance & Insurance Consultant responsible for customer financial solutions at Eagers Automotive. Join a dynamic team in Australia's largest automotive retailer located in Osborne Park.
Senior Investment Accountant managing GAAP compliance for investment accounting across multiple fund products. Collaborating with various teams to ensure timely and accurate financial reporting and audits.
Financial Solutions Advisor providing investment advice and customized financial solutions at Bank of America. Collaborating with clients on investment strategies to achieve their financial goals.
Financial Solutions Advisor providing comprehensive advice and custom solutions in financial planning at Bank of America. Assisting clients with brokerage products and ensuring regulatory compliance.
Financial Services Representative servicing retirement and benefit plans with exceptional client care and investment advice. Requires navigating complex inquiries and manipulating multiple systems.
Investment Consultant supporting clients like pension institutions and companies in asset liability management. Collaborating with global teams for optimal investment strategies in Germany.
Director in Guidehouse responsible for leading commercial insurance accounts and business development efforts. Focused on relationship management and ensuring operational excellence in the insurance industry.