Our story dates to 1948. Delivering personal and business insurance solutions to our clients for over 70 years, Gifford Carr Insurance Group is built on a community-oriented foundation. An independent insurance brokerage licensed across Canada with offices located across Ontario, we are free from the constraints and self-interests of a large corporation. We have access to countless policies and plans, nationwide. We work for you.
We are dedicated to connecting with the right insurance partners to ensure our clients are protected. Our relationships with all the insurance partners ensure we can find the best coverage to protect you, our clients. As we continue to grow to support our local communities, our priorities remain the same - protecting what matters to you.
With over 70 years of experience, our knowledge and wisdom in the insurance industry sets us apart. We work to find the best solutions, and the best coverage available, for our clients. Trust us with what matters most. At Gifford Carr, we are on your team.
JOB SUMMARY
Gifford Carr is looking to add to its Business Operations team a dynamic, self-motivated, energetic
Finance Assistant.
Reporting to the Senior Accountant, the ideal candidate will be responsible for monitoring and maintaining the company's financial records. The successful candidate will have strong attention to detail, a passion for continuous learning and have superior interpersonal skills with a focus on client delivery.
CORE RESPONSIBILITIES
Reports and Processing
Record payments: EFT, cheques, credit card, direct deposits
Record First Insurance Funding & update tracker
Bank Updates
Process staff discounts and expense reimbursements
Email daily deposit update
Reconcile and record depreciation monthly
Review and record prepaid expenses monthly
Update position and RIBO reports weekly
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Cash Management
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Process cash receipts, deposits, and other daily transactions
Assist in monthly cashflow information for cashflow analysis and updating cash flow statement and projection
QUALIFICATIONS & EXPERIENCE
University Degree or College Diploma with an Accounting focus or equivalent education and experience.
Knowledge of accounting principles and 1-3 years of experience related to accounting procedures and financial reporting.
Proficient in MS Office suite (Word, PowerPoint) with Intermediate level or greater Excel skills.
Strong analytical skills with attention to detail and a proactive approach to problem-solving.
Excellent organizational, time management, and teamwork approach.
Exceptional communications skills, both verbal and written.
Exposure to insurance industry and previous experience with Applied Epic is an asset but not required.
Job Type: Full-time
Pay: $50,000.00-$55,000.00 per year
Benefits:
Company events
Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
On-site parking
Paid time off
RRSP match
Work Location: In person
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