Accounting Clerk

Local Touch. National Strength. _

Accounting Clerk
Vancouver or Courtenay, British Columbia | Reporting to: Director of
Finance

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
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

cultivate meaningful connections. Success in this role means meeting Accounting deadlines and service
level targets while upholding Waypoint's standards and guidelines.

RESPONSIBILITIES:

- Daily contact with our external clients, dealership partners and internal brokers, covering a variety

of Accounts Receivables and Payables tasks
- Troubleshooting gaps in current processes and implementing improvements with an eliminate,

simplify, standardize, and automate mindset
- Monthly General Ledger reconciliations
- Cross-train and act as backup on key Accounting tasks
- Contributing to a positive team culture and supporting your coworkers
- Other jobs assigned by your manager

**REQUIREMENTS**:

- Minimum 1 year experience in an Accounting related role
- You enjoy being part of a team with a mix of face-to-face and virtual interaction
- Ability to meet firm deadlines, under potential time pressure
- Building and maintaining relationships comes natural to you
- Proven organizational skills with the ability to prioritize tasks and adapt to changing work
- priorities- Excel - comfortable creating and working with formulas such as Vlookup, sumif and building pivot

tables
- Local Touch. National Strength. _
- You have strong verbal and written communication skills, including experience having difficult

conversations
- Take initiative to identify and address issues or opportunities, solve problems and address conflict
- 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. _

**4th Largest Commercial Brokerage in Canada**
BUILDING THE GREAT

CANADIAN BROKERAGE 2,000+ Employees

Navacord is a leading insurance and risk 50,000+ Commercial Clients
management brokerage created to keep the
Canadian entrepreneurial spirit alive. Led by a ~$400mm Revenue

passionate and engaged partnership group, 60% Commercial Lines
Navacord Broker Partners are committed to the
success of their clients by delivering expert 25% Personal Lines

advice in an increasingly complex world which 15% Benefits & Retirement
allows them to face the future with confidence.

~$3 billion Annual Premium