Financial Clerk

2 months ago


SalaberrydeValleyfield, Quebec, Canada CB Canada Full time

Job Summary:

We are seeking an experienced Accounting Technician to join our team at CB Canada. As an Accounting Technician, you will be responsible for preparing, recording, and verifying client payments, as well as maintaining accurate financial records.

Key Responsibilities:

  • Prepare and record client payments, including cash, checks, credit card, and bank transfers
  • Aid in the opening of new client accounts and provide necessary documentation
  • Send invoices and statements to clients via email
  • Maintain and update client files, including changes to name and address
  • Aid with accounts receivable calls to clients, resolving customer inquiries and discrepancies
  • Print and code invoices, track approvals, and ensure accurate matching of invoices to purchase orders
  • Prepare payment batches
  • Perform other related tasks as assigned

Requirements:

  • Excellent written and verbal communication skills in French and English
  • Ability to work independently and in a fast-paced environment
  • Ability to anticipate needs and interact professionally with clients and vendors
  • Organized and detail-oriented
  • Intermediate level proficiency in Microsoft Office, specifically Excel and Word

About CB Canada:

CB Canada is a leading provider of financial services, dedicated to delivering exceptional client experiences. We offer a dynamic and supportive work environment, with opportunities for growth and development.



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