Financial Services Associate

1 month ago

Grimsby, Canada Payroll Funding Canada Corp. Full time

Payroll Funding Canada Corp. is the process and funding backbone for staffing businesses in need of payroll processing, funding, human resources assistance and financial stability to sustain their growth. Our mission is to help staffing companies grow through payroll funding, processing solutions, strategic support, and technology partnerships. Payroll Funding Canada Corp. securely administers the "behind the scenes" aspect of staffing businesses while providing cashflow to grow.

**This position is a mat-leave coverage, with the opportunity to lead to full-time**

**Responsibilities**:
**Client Reports**:

- Serve as a primary contact for client financing reports
- Ability to interpret and discuss analytical financial data and reports
- Complete accurate weekly reports, distribute to clients in a timely manner
- Responsible for credit analysis, approving credits for new customers

**Funding**:

- Create funding templates in bank account for clients based on their banking information provided
- Enter total amount for funding for each client weekly into bank account based on internal reporting
- Communicate with Client Services Manager, ensuring funds are approved in a timely manner

**Data Entry**:

- Enter all new invoices for funding accurately into factoring software
- Ensure clients invoices, timesheets, and back up documentation are accurate on a weekly funding basis
- Enter funding amount accurately on internal report

**Accounts Receivable**:

- Complete accounts receivables, ensuring invoices are closed in a timely manner
- Identify collection concerns and reconciliation issues that require escalation
- Resolve any issues on delinquent payments
- Post payments into factoring software
- Enter rebate amount, and accounts receivable amount accurately on internal report
- Ensure calculation in rebate, and earned reserve activity is accurate on internal report

**Client Onboarding**
- Serve as the main point of contact for implementation onboarding new clients
- Create and distribute Master Funding Agreement, and/or Master Services Agreement
- Complete PPSA Search, and PPSA Registration files
- Complete personal, and company Credit Reports from CreditSafe & Equifax
- Accurately research collection histories of new clients
- Maintain electronic client records/files with accuracy and confidentiality
- Understand and retain funding eligibility/ procedure requirements
- Set up new clients within systems, and communicate with Business Service Manager to analyze risk
- Comply with risk policies and procedures
- Educate new clients on funding procedure, ensuring documentation is accurate on a weekly basis

**Client Services**:

- Maintain, and build client relationships
- Work effectively with other team members and clients as required to resolve outstanding issues

**Qualifications**:

- Diploma or Degree in Accounting, Finance, or equivalent
- Clean Criminal Record Check & Credit Check
- Minimum 2 years’ experience in a finance/accounting role or equivalent
- Strong analytical and attention to detail
- Strong credit underwriting skills
- Oral and written communication skills
- Must thrive in a fast paced, high demand environment while managing multiple obligations/tasks
- Knowledge of commonly used concepts, practices, and procedures in the financial field
- Exceptional overall computer skills and prioritizing abilities
- Customer service and responsiveness is a critical aspect in the role
- Strong sense of urgency, combined with strong communication skillset
- Business management skills
- Experience in a Factoring software an asset
- Basic understanding or experience in the factoring/funding industry an asset

**Job Types**: Full-time, Fixed term contract

**Salary**: $45,000.00-$50,000.00 per year

**Benefits**:

- Extended health care
- Paid time off

Schedule:

- Monday to Friday

Application question(s):

- Are you legally entitled to work in Canada?

**Education**:

- DCS / DEC (preferred)

**Experience**:

- Accounting: 2 years (preferred)
- Accounts receivable: 2 years (preferred)
- Funding: 1 year (preferred)

Ability to Commute:

- Grimsby, ON L3M 1N3 (required)

Work Location: In person

  • vice-president - financial, communications and other business services

    4 weeks ago

    Grimsby, Canada Marsers & Association Professional Corporation Full time

    Education: Bachelor's degreeExperience: 5 years or moreTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies and programsRepresent the...

  • vice-president - financial, communications and other business services

    3 weeks ago

    Grimsby, Canada Marsers & Association Professional Corporation Full time

    Education: Expérience: EducationBachelor's degreeTasksAllocate material, human and financial resources to implement organizational policies and programsAuthorize and organize the establishment of major departments and associated senior staff positionsEstablish objectives for the organization and formulate or approve policies and programsRepresent the...

  • Financial Advisor

    4 weeks ago

    Grimsby, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...

  • Insurance Sales Role

    1 month ago

    Grimsby, Canada Vince Ippolito Insurance & Financial Services Full time

    We are an Independently owned Agency and have been recognized as one of the top performing Desjardins Agencies in Canada. We hire people who use their skills and passion at work because our customers deserve to interact with us at our best. They trust us to help and understand what they are going through, and we take pride in coming through for them. If you...

  • Sales Associate

    4 days ago

    Grimsby, Canada Harmony Jewellers Full time

    **_FULL OR PART-TIME JEWELLERY SALES PROFFESIONAL IN OUR GRIMSBY LOCATION!_** Are you a motivated, energetic individual with an affinity for jewelry and a passion for sales? Do you delight in assisting people with purchases that can be life changing? Love working with an established team to reach mutual goals and objectives? Then look no further than...

  • Route Sales Associate

    1 month ago

    Grimsby, Canada Old Dutch Foods Full time

    **Old Dutch Foods Ltd.** has an opening for a **Route Sales Associate** in **Grimsby.** If you enjoy independence and are looking for a stable career in a growing industry, this is an ideal opportunity for you. As a Route Sales Associate, you would service retailers with an assortment of popular snack food brands. **Responsibilities**: - Deliver, sell,...

  • Optical Associate

    2 weeks ago

    Grimsby, Canada FYidoctors Full time

    Why You Should Join Us:  We at FYidoctors put our patient's well-being first and feel honoured that people across Canada and the USA trust us with something so valuable. We put health front and centre, and our doctor-led approach has helped us rapidly grow in 15 years from 30 locations to over 350.  We could not have gotten to where we are without our...

  • Accounts Payable Associate

    1 month ago

    Grimsby, Canada Andrew Peller Limited Full time

    **_#BeExtraordinary_** - At Andrew Peller Limited (APL), we deliver the perfect brand experience for every lifestyle, occasion, and generation. Through collaboration, open communication, honesty, drive to win, and accountability, _**_we inspire teammates to be extraordinary every day._** **_ Who We Are_** - We are one of Canada's largest and oldest wine...

  • Route Sales Associate

    1 month ago

    Grimsby, Canada Old Dutch Foods Full time

    **Old Dutch Foods Ltd.** has an opening for a **Route Sales Associate **in **Grimsby.** If you enjoy independence and are looking for a stable career in a growing industry, this is an ideal opportunity for you. As a Route Sales Associate, you would service retailers with an assortment of popular snack food brands. **Responsibilities**: - Deliver, sell,...

  • Route Sales Associate

    1 month ago

    Grimsby, Canada Old Dutch Foods Full time

    **Grimsby** Old Dutch Foods is proud to be a privately held family company. It shows in how we treat our staff and our customers. Our hope is to offer the right individual an opportunity to become part of our family culture and enjoy a long-term career. Old Dutch isn’t just about chips, we have terrific snacks and many other products including our Humpty...

  • Summer Job Warehouse Associate- Habitat for

    4 weeks ago

    Grimsby, Canada Habitat for Humanity Restore Niagara Full time

    **Warehouse Associate - Habitat for Humanity Grimsby ReStore** Are you looking for summer employment? Are you between the ages of 15-30? Are you looking for a full time summer job? (35 hours per week) All while giving back to your community. Habitat for Humanity Niagara has the following opportunity available: **Warehouse Associates**: Are you customer...

  • Route Sales Associate

    1 month ago

    Grimsby, Canada Old Dutch Full time

    **Nom poste**: - Ventes**Type d’emploi**: - à temps plein**Lieu**: - Grimsby, ON**Job ID**: - 1613**Date de clôture**: - 06/12/2023**Langue**: - Anglais**Route Sales Associate** Are you motivated, with a strong commitment to customer service? Do you love independence at work? Are you looking for a great place to work? A place where you can use...

  • Route Sales Associate

    1 month ago

    Grimsby, Canada Old Dutch Full time

    **Nom poste**: - Ventes**Type d’emploi**: - à temps plein**Lieu**: - Grimsby, ON**Job ID**: - 1547**Date de clôture**: - 17/08/2023**Langue**: - Anglais**Route Sales Associate** Are you motivated, with a strong commitment to customer service? Do you love independence at work? Are you looking for a great place to work? A place where you can use...

  • Route Sales Associate

    1 month ago

    Grimsby, Canada Old Dutch Full time

    **Nom poste**: - Ventes**Type d’emploi**: - à temps plein**Lieu**: - Grimsby, ON**Job ID**: - 1532**Date de clôture**: - 26/07/2023**Langue**: - Anglais**Route Sales Associate** Are you motivated, with a strong commitment to customer service? Do you love independence at work? Are you looking for a great place to work? A place where you can use...

  • Garden Centre Associate

    2 days ago

    Grimsby, Canada Cole's Florist and Garden Centre Full time

    Cole’s continues to be a leader in the retail floral and garden industry and is extremely proud of its long-term presence in the Niagara Region. Cole’s is a family owned and operated company; we strive to provide a positive, supportive and healthy working environment. We provide our employees with opportunities to work in different areas of our company...

  • Finance & Administration Manager

    1 month ago

    Grimsby, Canada GBF Community Services Full time

    Finance/Administration Manager Job Description **Job Title**: Finance/Administration Manager **Departments**: Finance, Administration **Reports to**: Chief Executive Officer The Grimsby Benevolent Fund (GBF) Community Services’ mission is to meet our clients’ basic needs and promote wellness throughout our community, while providing a safe and...

  • Summer Student Route Sales Associate

    4 weeks ago

    Grimsby, Canada Old Dutch Foods Full time

    **Old Dutch Foods Ltd.** has an opening for a **Route Sales Associate** in Grimsby**.** If you enjoy independence and are looking for a stable career in a growing industry, this is an ideal opportunity for you. As a Route Sales Associate, you would service retailers with an assortment of popular snack food brands. **Responsibilities**: - Deliver, sell,...

  • Route Sales Associate

    4 weeks ago

    Grimsby, Canada Old Dutch Foods Full time

    **Old Dutch Foods Ltd.** has an opening for a **Route Sales Associate (Summer Student Contract) **in **Grimsby.** If you enjoy independence and are looking for a stable career in a growing industry, this is an ideal opportunity for you. As a Route Sales Associate, you would service retailers with an assortment of popular snack food...

  • Client Service Representative

    4 weeks ago

    Grimsby, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Warehouse Associate

    2 days ago

    Grimsby, Canada John Deere Canada ULC Full time

    **Position Summary** In this role you will be part of a high-performance team responsible for picking and packing parts for daily stock orders and emergency shipments, as well as sorting and receiving inbound parts in all warehouse zones. Other related duties may be assigned by the supervisor. - Knowledge of warehouse parts systems and shipping processes -...