JOB STATEMENT:
Reporting to the VP of Operations, Western Canada, the successful candidate will be responsible for the administrative requirements for the accounting department of IDC WIN. The candidate must be detail-oriented with solid communication skills
RESPONSIBILITIES:
- Reviewing and reconciling bank statements;
- Allocating and booking revenues on Excel;
- Reviewing bills and issuing monthly invoices to in-house advisors;
- Distributing advisor correspondence; and
- Performing other administrative functions as required and assigned.
QUALIFICATIONS:
- Working knowledge of the individual insurance industry, financial services products and the MGA distribution channel
- Strong interpersonal, oral and written communication skills
- Detailed oriented and accurate
- Excellent analytical and problem-solving skills
- Ability to handle multiple and conflicting priorities
- Working knowledge of MultiView, Excel, Outlook, and Wealthserv.
COMPENSATION:
Commensurate with experience.
If you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com.
Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request.If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview.
We thank all applicants for their interest but only those selected for an interview will be contacted.
