JOB STATEMENT :
Reporting to the Manager of Compensation, 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.
ESSENTIAL FUNCTIONS :
- Reviewing and reconciling bank statements;
- Allocating and booking revenues in Excel;
- Reviewing bills and issuing monthly invoices to in-house advisors;
- Distributing advisor correspondence; and
- Performing other administrative functions as required and assigned.
QUALIFICATIONS :
- Post-secondary education
- Working knowledge of the individual insurance industry, financial services products and the MGA distribution channel
- Strong interpersonal communication skills, both oral and written
- Detail-oriented and accurate
- Excellent analytical and problem solving skills
- Ability to handle multiple and conflicting priorities
- Working knowledge of MultiView, Excel, Outlook, and Wealthserve
COMPENSATION :
The salary range for this position is $42,000 to $50,000, commensurate with experience. Employees are also eligible to participate in the group benefits plan starting on their first day of employment.
If you are interested in applying for this position, please forward a cover letter and resume in confidence to [email protected].
Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities.
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.
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