Senior Assistant I - Account Management

Marsh & McLennan Companies; Halifax; Hybrid; CAD 50,000 - 80,000; Full time

Job summary

Join a forward-thinking company as a Senior Assistant in Account Management, where you will manage client portfolios and ensure compliance with financial regulations. In this dynamic role, you will prepare financial statements, conduct audits, and maintain client relationships. This innovative firm offers competitive pay, a comprehensive benefits package, and a flexible hybrid work environment. With a strong commitment to diversity and inclusion, you will thrive in a culture that values collaboration and professional growth. If you are detail-oriented and passionate about accounting, this is the perfect opportunity for you!

Benefits

Competitive salary and bonus potential

Full benefits package

Generous paid time off

Flexible work culture

Tuition Reimbursement plan

Employee Stock Purchase Plan

Access to Employee Resource Groups

Qualifications

• 1-2 years experience in financial statement preparation and general ledger.
• Ability to excel in a fast-paced, team-oriented environment.

Responsibilities

• Manage day-to-day activities of various captive insurance companies.
• Prepare financial statements and ensure compliance with regulations.

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

Education

CPA Designation or CPA enrolment

Bachelor's in Accounting

Business Administration or equivalent

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Senior Assistant I - Account Management page is loaded

Senior Assistant I - Account Management

Apply remote type Hybrid locations Halifax - Spring Garden time type Full time posted on Posted Yesterday time left to apply End Date: May 12, 2025 (3 days left to apply) job requisition id R_301502

Company:

Description:

What can you expect?

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 third-party 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 job-related duties as assigned.

Qualifications:

• CPA Designation or CPA enrolment is preferred, OR;
• 1-2 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 fast-paced, team-oriented 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:

• Relevant captive experience
• 1-2 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 top-up
• Hybrid Work Set-up - As an employee working on a hybrid set-up, 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 world’s 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 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, 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 individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact [e-mail]. 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. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

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