Senior Assistant I - Account Management

Marsh McLennan; Halifax; On-site; CAD 80,000 - 120,000; Full time

Job summary

Join a leading global insurance broker as a Financial Manager in Halifax. You will manage a diverse portfolio of clients, ensuring compliance and preparing financial statements. The role requires strong organizational skills and a CPA designation or equivalent experience. Enjoy competitive pay, benefits, and a hybrid work setup.

Benefits

Competitive salary and bonus potential

Full benefits package starting day one

Generous paid time off

Tuition reimbursement plan

Employee Stock Purchase Plan

Flexible work culture

Qualifications

• 12 years of relevant experience in financial statement preparation.
• Ability to excel in a fast-paced team-oriented environment.
• Outstanding interpersonal skills and effective communication.

Responsibilities

• Prepare financial statements accurately and timely.
• Plan and complete annual audits for clients.
• Ensure compliance with legal and regulatory processes.

Skills

Financial Analysis

Accounting

Project Management

Treasury

External Audit

Financial Statements

Account Reconciliations

Education

CPA Designation or CPA enrolment

Bachelor's in Accounting or Business Administration

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Join a growing team of 120 people in the Halifax office

You will be responsible for a portfolio of clients managing the day to day activities of various captive insurance companies and other clients.

Key Responsibilities :

Prepare financial statements in an accurate and timely manner including supplemental financial information required by the client

• Clients are international with their own rules and regulations to be familiarized
• Reconcile cash and investment accounts. Prepare bank deposits and cash disbursements.
• Plan and complete the annual audit for clients which can include preparation of regulatory filings and GAAP financial statements
• Ensures legal and regulatory compliance processes and procedures are followed for local accounting and financial reporting.
• Maintain client files in accordance with regulations and best practices
• Learn and develop client and thirdparty providers relationships
• Correspond with other service providers.
• Prepare board and committee meeting materials and participate in the annual board of directors meeting and other client meetings.
• Comply with Marsh internal controls and any client specific internal controls
• Perform other jobrelated duties as assigned.

Qualifications :

• CPA Designation or CPA enrolment is preferred OR;
• 12 years equivalent relevant experience on preparation of financial statements preparation of working paper files and General Ledger
• Bachelors of Accounting Business Administrator or equivalent
• Ability to excel in a fastpaced teamoriented environment and the ability to meet tight deadlines.
• Excellent organizational and prioritization skills with strong attention to detail.
• Outstanding interpersonal skills confidence and communicate effectively with all levels of the organization and with external clients.
• Proficiency with Microsoft office products MS Excel Word and Outlook is required.
• Skills : Treasury General Ledger (GL) Business Finance Accounting External Audit Generally Accepted Accounting Principles (GAAP) Project Management Financial Analysis and Reporting Financial Statements Account Reconciliations Financial Management Accounting System Financial Controlling Insurance Accounting Insurance Terminology Accounts payable and receivables Microsoft office product knowledge

What makes you stand out :

• 12 years of experience working with or within insurance company and familiar with Statutory Accounting Principles (SAP) for insurance companies.
• Familiar with US regulatory requirements for insurance companies.

What is in it for you

• Competitive pay Marsh Canada offers competitive employee benefits and a thriving culture to bring your authentic self to work. Competitive salary and bonus potential Full benefits package starting day one (medical dental vision wellness and health spending account STD / LTD life insurance RSP (Retirement Savings Plan or TFSA (tax free savings account.)
• Balance Your Life Generous paid time off for vacation sick days company holidays (with early dismissal) floating holidays and time to give back to your community; flexible work culture generous parental leave and maternity leave topup
• Hybrid Work Setup As an employee working on a hybrid setup company equipment and support will be made available for colleagues
• Reach Your Goals Tuition Reimbursement plan. We offer financial and educational support towards your CPA designation or MBA
• The Marsh Culture A company with a strong brand and strong results to match and are committed to making a difference in the lives of people. A culture of belonging innovation collaboration internal mobility and extraordinary career opportunities through our four businesses : Marsh Mercer Guy Carpenter and Oliver Wyman each consistently ranked the industry leader in their fields
• Be an Owner Participation in our Employee Stock Purchase Plan at a discounted share price
• Level Up Employee Resource Groups which provide access to leaders relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organizations

Marsh a business of Marsh McLennan (NYSE : MMC) is the worlds top insurance broker and risk advisor. Marsh McLennan is a global leader in risk strategy and people advising clients in 130 countries across four businesses : Marsh Guy Carpenter Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90000 colleagues Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information visit or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background disability ethnic origin family duties gender orientation or expression marital status nationality parental status personal or social status political affiliation race religion and beliefs sex / gender sexual orientation or expression skin color or any other characteristic protected by applicable law. In accordance with applicable legislation Marsh McLennan will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individuals particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact

Marsh McLennan is committed to hybrid work which includes the flexibility of working remotely and the collaboration connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Officebased teams will identify at least one anchor day per week on which their full team will be together in person.

Required Experience :

Senior IC

Key Skills

Business Development,Front End,Bricklayer,Ftp,KYC

Employment Type : Full-Time

Experience : years

Vacancy : 1

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