Company: First Circle Financial
Position: Investment Accountant
Location: North Vancouver, BC
Start Date: ASAP
Job Type: Full-time, primarily in office
Salary: Competitive, based on experience and qualifications
Benefits: Health spending account benefits following successful probationary period
Are you a proactive, detail-oriented individual who enjoys accounting and investment administration? First Circle Financial, a successful and established mortgage lending company, is seeking a full-time Investment Accountant to join our team. We’re looking for a motivated individual to efficiently process and manage our investment managing our investment accounting and operations. Our ideal candidate is detail-oriented and enjoys providing excellent client service. If you have accounting or investment administration experience, sharp excel skills, and a positive “can-do” attitude, we’d love to hear from you!

KEY QUALIFICATIONS:

• Experience and knowledge of accounting or investment administration
• Strong organizational skills, attention to detail, and accountability
• Advanced Excel
• Resourceful problem-solving ability
• Professional written and verbal communication
• Effective time management and task prioritization
• Exceptional interpersonal skills
• Collaborative attitude and desire to contribute to a positive corporate culture
• Previous experience working with registered investment accounts (e.g. RRSP, TFSA)
• Post-secondary education in accounting
• Proficiency in QuickBooks Online
  If you meet these qualifications and are ready to take on an exciting new opportunity, please apply. We look forward to hearing from you and thank you for your interest in joining First Circle Financial!
  Job Type: Full-time
  Pay: $45,000.00-$65,000.00 per year

Benefits:

• Extended health care

Ability to commute/relocate:

• North Vancouver, BC V7L 1A3: reliably commute or plan to relocate before starting work (required)

Language:

• English (required)

Work Location: In perso

• Transaction processing and accounting: efficiently process and account for investment transactions (investments, redemptions, transfers, dividends, etc.)
• Account management and administration: proactively support client investment accounts, including registered plans (e.g. RRSP, TFSA), and maintain accurate, up-to-date investor accounting
• Reporting and documentation: prepare quarterly investment account statements, annual tax slips, financial reporting, etc.
• Collaboration: work cross functionally with the Investor Relations team
• Investor relations: provide backup to the Investor Relations team in maintaining strong relationships with existing investors and developing strong relationships with new investors
• General accounting: provide backup to the rest of the Accounting team as needed