Accounting Clerk

1 week ago

Courtenay, Canada Waypoint Full time

POSITION OVERVIEW:

At Waypoint, we believe insurance is about protecting what you love, and it's a passion for what our clients love. We're dedicated to providing exceptional experiences that foster lasting relationships.

The Accounting Clerk plays an important role in supporting the day-to-day accounting for the company. The successful candidate will have a great opportunity to learn a variety of tasks and achieve a good understanding of the full end-to-end accounting cycle. This includes regular interactions with our front-line brokers, clients, and problem-solving within our amazing Accounting team. Waypoint is growing, and this position will have the opportunity to grow within the Accounting team

By applying your knowledge of accounting and insurance, you'll protect what our clients love and cultivate meaningful connections. Success in this role means meeting Accounting deadlines and service level targets while upholding Waypoint's standards and guidelines.

RESPONSIBILITIES:

  1. Daily contact with our external clients, dealership partners, and internal brokers, covering a variety of areas that may include Accounts Payable, Accounts Receivable, or Banking
  2. Inputting vendor invoices
  3. Issuing client refunds & vendor invoice payments
  4. Troubleshooting gaps in the current process and implementing improvements through an eliminate, simplify, standardize, automate mindset
  5. Monthly General Ledger reconciliations
  6. Cross train and act as backup on key Accounting tasks
  7. Contributing to a positive team culture and supporting your coworkers
  8. Other jobs assigned by your manager

REQUIREMENTS:

  1. Minimum 1 year experience in an Accounting related role
  2. You enjoy being part of a team with a mix of face-to-face and virtual interaction
  3. Ability to meet firm deadlines, under potential time pressure
  4. Building and maintaining relationships comes natural to you
  5. Proven organizational skills with the ability to prioritize tasks and adapt to changing work priorities
  6. You have strong verbal and written communication skills, including experience having difficult conversations
  7. Take initiative to identify and address issues or opportunities, solve problems, and address conflict
  8. Proven ability to work efficiently in Microsoft Excel with Pivot Tables and other formulas (VLOOKUP, SUMIF)

Waypoint is actively committed to supporting diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.

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