Finance Associate

2 weeks ago


Peterborough, Canada Designed Securities Ltd. Full time

Finance and Compliance Associate

OUR FIRM
Designed Securities Ltd. is a truly independent investment dealer, and member of the Investment Industry Regulatory Organization of Canada (IIROC). Our company is uniquely positioned to provide support driven by the needs of advisors.

We design customized experiences for advisors and clients and have integrated Fintech that is based on real feedback, a culture of inclusion and progressive thinking. Our goal is to help evolve an advisor’s practice in light of Fintech, regulatory framework, and client needs. Staff are provided autonomy to drive the firm forward as we create an unmatched experience for our advisors. We are unique, motivated, and designed to do great - at work and in life.

CULTURE AND VALUES
We know that happy employees make all the difference in keeping advisors, and their clients, happy. Our culture is built on the pillars of inclusion, collaboration, accountability, and self-awareness. What excites us is seeing a group of talented people drawing on each other’s strengths, taking responsibility for making things happen, and contributing their voices and ideas to continue to design who we are. We are incredibly ambitious as an organization and seek people who are excited to commit to this opportunity.

DESIGN AS YOU GO
Sometimes you don’t know exactly what you need to succeed, so we let you design your career as you go. If you need professional development, we will work with you. If you need a better office set up, we will work with you. Your input into how we operate is critical to making things happen the best way possible. Imagine being fully immersed in a space where you feel energized, focused and you enjoy your work

RESPONSIBILITES

All employees undergo departmental cross training, which is emphasized in the first 3 to 6 months of employment before responsibilities may be narrowed. This provides exposure to other areas in which you may be interested in taking your career while also ensuring that you are aware of how your specific role interfaces and impacts other people or functions.

Responsibilities include:

- Assist with the general ledger accounting procedures,
- Maintain up-to-date knowledge of fee structure models to administer account fees,
- Assist with transfers to monitor the asset growth of the firm,
- Complete regulatory reporting and ad-hoc internal finance reports.
- Reconcile monthly financial reporting files
- Leverage available reporting features to create meaningful value add reporting
- Ensure standard operating procedures are followed and that day-to-day activities are meeting deadlines,
- Identify opportunities to streamline processes and find operational efficiencies,
- Participate in cross-functional department reporting, audit and review projects.

KNOWLEDGE AND EXPERIENCE
Regardless of experience, we provide specific training and ongoing development to all employees to ensure that knowledge and experience is applied consistently throughout the organization.
- Completion of finance related degree (University or College)
- 2 years of accounting experience, preferably in the investment industry
- Excellent organizational skills, able to prioritize important and time-sensitive tasks,
- Ability to work efficiently and accurately in a fast-paced dynamic environment with a sharp eye for detail,
- Experience in voicing ideas, and implementing actions to support new initiatives

This is an excellent opportunity to gain exposure to all aspects of an investment dealer and we are excited to hear from you. If this looks like the kind of role and company you’re up for, and you have the credentials and experience for this job, we invite you to apply.

**Salary**: $40,000.00-$65,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Life insurance
- Paid time off
- RRSP match
- Vision care

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus pay

**Experience**:

- Accounting: 1 year (required)

Work Location: One location

Expected start date: 2023-04-17


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