Insurance Accounting Associate Jobs in Quebec

Strong project management, relationship building and communication skills

Bachelor's or Master's degree in Accounting, Finance, or a related field

4+ years of experience in public accounting

Experience in real estate and/or nonprofits preferred

Prior experience with CCH software products (Axcess Tax, Engagement, Document) is a plus

Planning, supervising, reviewing and completing engagements

Protect client interests and conserve block of business by dedicated policy management through oversight and communication of service requirements

Follow existing policies and procedures; maintain a culture of risk management and control

Process and facilitate new business for EPAs, Investment Advisors, Portfolio Managers and Financial Planners

Three (3) or more years of service experience in the life insurance industry, in an administrative sales supporting role

For positions in Quebec, Life License Qualification Program (LLQP) must be attained within first 12 months in role

Strong communication skills with the ability to build links and work in a group as well as independently

Assist in finance transformation projects;

Strong knowledge of accounting principles including accruals, asset capitalization, and revenue recognition.

Record banking and credit card transactions;

Prepare customer invoices and follow up on collections based on client business rules;

Record supplier bills and process vendor payments based on client business rules;

Record revenue and expenses in client books based on generally accepted accounting principles (GAAP) applicable to each client;

Financial Associates with Experior Financial Group are trained to ensure compliance with finance regulations and company policies.

**This is a commission-only position**

Experior Financial Group is looking for a Financial Associate, Canada-wide.

Complies with all the company's risk and regulatory standards, policies, and controls.

*You can think creatively and solve problems in a fast-paced environment.

*You are caring, reliable, and have a servant attitude.

Analytical aptitude, problem solving, self-motivated, strong time management

Aider avec la réconciliation des comptes et des finances à la fin de chaque mois

1-2 years of experience in accounting required

NetSuite and/or Concur experience is preferred but not required

Réviser et émettre les factures et dépenses des fournisseurs et des employés

Traiter les remboursements des fournisseurs et des employés, toutes les deux semaines