Accounting Specialist

Empire Life; Burnaby; On-site; CAD 50,000 - 70,000; Full time

Job summary

A leading financial services company in Burnaby is seeking an Accounting Specialist to manage commission statements and support the finance team. The ideal candidate will have at least 2 years of experience, proficiency in Quickbooks online and SharePoint, and strong problem-solving skills. This role offers a comprehensive rewards package including health care benefits and a pension plan.

Benefits

Company pension

Dental care

Disability insurance

Employee assistance program

Extended health care

Life insurance

Paid time off

Qualifications

• Minimum of 2 years of relevant experience.
• Ability to work independently and balance multiple tasks.
• Strong analytical and research skills.

Responsibilities

• Access and download commission statements into Quickbooks online.
• Review and resolve issues with commission statements.
• Support advisor communications regarding commission inquiries.

Skills

Problem-solving skills

Conflict management skills

Ability to prioritize tasks

System expertise in Quickbooks online

Knowledge of insurance industry

Second language (Mandarin/Cantonese)

Tools

SharePoint

Microsoft suite

Quickbooks online

Job description

Overview

Accounting Specialist (TruStone)

In person - Burnaby, BC

TruStone is looking to hire an Accounting Specialist to join our team

About us

TruStone Financial Inc. (TSF), is redefining an industry by providing independent financial advisors exceptional service and developing meaningful relationships.

We are an MGA (Managing General Agent), an intermediary contracted by insurers to operate on their behalf to facilitate sales and support of life and health insurance and investment products by independent, contracted and licensed insurance advisors. With an emphasis on training, marketing, and technology, TSF is continually innovating to provide the highest level of service possible for our advisors.

TSF is proud to cultivate and sustain long lasting relationships with our advisors, employees, and suppliers.

Why pursue this opportunity

Impactful work

• get the opportunity to work on meaningful projects that have a positive impact on our customers, our company, and society as a whole.

The opportunity

• collaborate with cross-functional teams and work on a variety of projects that will keep you engaged and continuously learning.

Deliver excellence

provide a personal, accurate, professional, and courteous service and resolution to our customers.

What you'll be working on

• Accessing and downloading commission statements to be entered into Quickbooks online and filed in Sharepoint
• Reviewing for issues on all commission statements, commission cheques, etc.
• Supporting advisor communications for commission inquiries and issues
• Scanning and sending out commission and debt cheques received
• Support for monthly Reconciliations reports for advisors and carriers
• Matching payments to Customer accounts in Quickbooks online
• Provide support for month end suite of reports including preparation of Mutual Funds fees, managing and reporting on advisor and carrier debts and reconciling and calculating monthly commissions
• Preparing A / R reporting to monitor account balances and assist with collections
• Reconcile account statements and investigate discrepancies
• Providing support to the finance team as needed
• Perform other related activities and participate in ad hoc projects, as necessary or assigned.

What we're looking for you to have

• Minimum (2) years relevant experience
• System expertise in SharePoint, Microsoft suite, Quickbooks online
• Wealthserv system expertise would be an asset
• Strong conflict management skills and problem-solving skills
• Ability to work independently, prioritize and balance multiple tasks or projects
• Ability to research, analyze, evaluate, integrate ideas and problem solve
• Knowledge of the insurance industry and MGA distribution channel is an asset
• Second language (Mandarin and / or Cantonese) is an asset
• If you are applying for a position which is open to applicants across Canada, unless otherwise indicated in the position, language proficiency in English is required for communicating with customers, advisors, or employees across Canada.

Beyond the salary

For regular full-time positions, TruStone offers a comprehensive total rewards package that includes :

• Company pension
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• Paid time off

Get to know us

TruStone is proud to be an equal opportunity employer. We celebrate diversity, are committed to creating an inclusive environment, and welcome everyone to participate in our application process.

We encourage those of all backgrounds and experiences to apply, even if you don\'t believe you meet each unique qualification outlined. Applicants will receive equal consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, or age.

TruStone welcomes applications from people with disabilities and disabled people. Accommodations are available upon request for candidates taking part in all aspects of the screening and selection process. If you need this job posting in an alternative format or have any accessibility questions, please contact