Role details

Role

Full-time

Employment

Full Time

Experience

3 Years +

Education

University Degree In Accounting

Responsibilities

• Support the monthly and quarterly assets under administration (AUA) reporting
• Cashflow and Trust reporting including reconciliation
• Support Business Development team with RFPs
• Assist with monthly and quarterly report production
• Investigate and communicate issues with report creation
• Communicate with key partners
• Demonstrate leadership behaviors within the team

Requirements

• Nearing completion of/or completion of an accounting designation (CPA)
• Ability to summarize large amounts of data
• 2+ years of experience in the wealth management or insurance industry

Benefits

• Opportunity to move along a variety of career paths
• Flexible Benefits from day one
• Inclusive and respectful work environment
• Recognition as a Best Workplace in Ontario
• Excellence in mental health at work

Key skills