Accountant – Wealth/Banking
Are you ready to support a dynamic financial team with your accounting expertise? Apply Now!
Working with one of our top financial clients, this role calls for an Accountant. This position involves providing essential operational support within a collaborative environment, contributing to day-to-day financial processes, and ensuring accurate data management in a fast-paced setting.
Pay rate range (CAD): $31.09/hr – $37.30/hr
Responsibilities
- Make outbound calls to financial institutions to facilitate client transfers and update internal systems accordingly
- Conduct data entry tasks, including updating in-house systems and working with systems like ISM, Kofax, and internal case management software
- Maintain timely and accurate follow-up activities to ensure transfer processes are completed efficiently
- Participate in daily team huddles to coordinate tasks and priorities
- Collaborate with external financial institutions and internal teams to ensure smooth operations
- Maintain attention to detail while multitasking in a call center environment
- Utilize intermediate Excel skills, including knowledge of macros, to manage spreadsheets and perform data analysis
- Ensure compliance with data security and confidentiality protocols when handling sensitive customer data
Desired Skill-Set
- Operations experience within a financial or call center environment
- Excellent verbal and written communication skills
- Strong organizational and multitasking abilities
- Attention to detail and accuracy
- High technical aptitude, especially with Excel and macros
- Ability to work independently and as part of a team
Nice to Have
- Previous call center experience
- Experience in a financial services or banking environment
- Familiarity with Wealth systems such as ISM, EIS, and Ticketing
- Bilingual proficiency in French and English
- Prior experience working with macros
BeachHead is an equal opportunity agency and employer. We advocate for our candidates and welcome applicants regardless of race, color, religion, national origin, sex, age, or physical or mental disability. BeachHead or our clients may use technology-enabled tools, including automation and artificial intelligence (AI), to support parts of the recruitment process such as resume screening, application management, and candidate matching. These tools assist our recruiters and our clients, and do not replace human decision-making. This job posting represents a current or anticipated vacancy. The position may be filled at any time, and the posting may be removed without notice once the role has been filled.