Financial Analyst, Investment Administration

Empire Life Insurance; Toronto; Hybride; CAD 57 000 - 76 000; Plein temps

Avantages offerts par ce poste

Annual bonus

Benefits from day one

Four weeks vacation

Employer match pension plan

Flexible work arrangements

Résumé du poste

Empire Life Insurance is seeking a Financial Analyst to join the Investment Administration team in Toronto. The role is hybrid, with a base salary range of $56,710 to $75,615 annually and a total target compensation range up to $85,600 for eligible positions.

You will perform daily data entry, reconciliations, trade settlements and reporting, while maintaining investment databases and collaborating with custodians and brokers. A Canadian Securities Course is an asset.

Qualifications

• Post secondary education
• Canadian Securities Course is an asset
• 1–3 years in admin roles in insurance/finance; co-op experience welcomed
• Word processing, email and database software; advanced Excel skills
• Knowledge of the investment industry
• Ability to prioritize and balance multiple tasks or projects
• Well-developed organizational skills
• Ability to construct written reports on various issues
• Clear reading, writing, keyboarding, editing and/or proof-reading
• Well-developed analytical, evaluation, decision-making and problem resolution
• Ability to use current business software
• English language proficiency for Canada-wide role

Responsabilités

• Perform daily data entry, reconciliation, trade settlement, pricing and reporting as per defined delivery dates
• Assist with the update and maintenance of policies and procedures
• Reconcile cash, asset holdings and transaction activity; assess accuracy and plausibility
• Participates in the production and/or review of weekly, monthly, quarterly and year-end reports
• Monitor investment receivables (dividends, coupons etc.) to ensure they are received correct and on time
• Complete all necessary paperwork involved in establishing trading in/with new markets/brokers and private placement settlements
• Assist with regular maintenance of investment database
• Resolve settlement differences by collaborating and communicating with custodians and brokers
• Ensure management is apprised of all potential problems
• Participates on projects relating to the Investment Administration department

Connaissances

Advanced Excel

Data entry

Reporting

Time management

Analytical thinking

Communication

Formation

Post secondary education

Canadian Securities Course (asset)

Outils

Database software

Description du poste

101-07 Toronto, ON, CA

2 days ago Requisition ID: 3100

Salary Range: $56,710.00 To $75,615.00 Annually

Location: Hybrid – Toronto, University Avenue Office

Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.

Empire Life is looking to hire a Financial Analyst to join our Investment Administration team! We are actively seeking candidates to fill a current, open position.

The total target compensation (TTC) range, including salary and target bonus, is $56,710 - $85,600. This TTC range is applicable to permanent roles only; fixed-term contract and casual roles are not eligible for annual bonus and would receive only the base salary component. The actual base salary offered within this range will be determined by the successful candidate’s skills and experience, as well as internal equity.

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.

Have your voice heard - with a fresh perspective, we welcome those that can highlight opportunities for improvement. We encourage creative and innovative thinking and welcome candidates who are not afraid to challenge the status quo.

Diversity, equity, and inclusion - we are committed to creating a diverse, equitable, and inclusive workplace and welcome candidates who share this commitment.

What you’ll be working on

• Perform daily data entry, reconciliation, trade settlement, pricing and reporting as per defined delivery dates
• Assist with the update and maintenance of policies and procedures
• Reconcile cash, asset holdings and transaction activity; assess accuracy and plausibility
• Participates in the production and/or review of weekly, monthly, quarterly and year-end reports
• Monitor investment receivables (dividends, coupons etc.) to ensure they are received correct and on time
• Complete all necessary paperwork involved in establishing trading in/with new markets/brokers and private placement settlements
• Assist with regular maintenance of investment database
• Resolve settlement differences by collaborating and communicating with custodians and brokers
• Ensure management is apprised of all potential problems
• Maintain records as per prescribed Audit requirements
• Participates on projects relating to the Investment Administration department

What we’re looking for you to have

• Post secondary education
• Canadian Securities Course is an asset
• 1-3 years work experience with administration systems in the insurance/financial services industry (relevant co-op experiences included)
• Knowledge of word processing, email and database software; advanced excel skills
• Knowledge of the investment industry
• Ability to prioritize and balance multiple tasks or projects
• Well-developed organizational skills
• Ability to construct written reports on various issues
• Clear reading, writing, keyboarding, editing and/or proof-reading skills
• Well-developed analytical, evaluation, decision-making and problem resolution
• Ability to use current business software
• 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, Empire Life offers a comprehensive total rewards package that includes:

• Competitive salaries with annual pay increases
• Annual bonus program, which recognizes both strong company performance and individual contributions, for non sales positions
• A comprehensive employer-funded benefits package starting from day one of employment, that includes life insurance, disability, health and dental and a generous health account
• Flexible work arrangements and an annual allotment of personal health days.
• Four weeks annual vacation from hire date
• A defined contribution pension plan with generous employer matching
• Top up programs for parental leave and compassionate leave
• Employer-sponsored wellness and recognition programs

Empire life 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.

Empire Life 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 [e-mail]