Accounting Technician

2 days ago

Calgary, Canada GroupSource Limited Partnership Full time

We are looking for an **Accounting Technician, Trust** to join our team in **Calgary, AB**. This role has a** **hybrid** work arrangement, required to work on site in our Calgary office with flexibility to work from home a few days a week.

**YOUR ROLE**

The Accounting Technician, Trust will support the Finance Team with day-to-day GroupSource Trust Accounting functions and interactions with clients, internal stakeholders and others.

**YOUR IMPACT**
- Coordinate with Client Services Team to address client inquiries as needed
- A/R for client premiums - payment processing & collections
- Remit premium to the carriers and prepare reporting
- Prepare statements for client’s HSA/ASO accounts
- Process claim payments to plan members
- Reconcile Trust bank accounts
- Prepare Trust account trial balance reconciliations
- Other trust accounting related duties as assigned

**WHAT TO EXPECT**

Within 30 Days:

- CEBS - first of four courses to be completed
- Train and become proficient using Sage Intacct
- Train and become proficient on billing & reporting systems
- Complete training for CRM
- Develop a strong understanding of the trust accounting functions
- Complete daily tasks independently (cheque deposit, claim payments)

Within 60 Days:

- CEBS - second of four courses to be completed
- Work independently to process monthly PAD payments
- Develop a keen understanding of our collections process
- Work independently to prepare, review & distribute client ASO statements

Within 90 Days:

- CEBS - all four courses to be completed
- Work independently to follow-up with overdue accounts, processing suspensions & terminations per guidelines
- Have a thorough understanding of the ASO process & preparing monthly payment files & reporting
- Ability to answer client inquiries & complete tasks with mínimal supervision

**THIS IS YOU**
- Accounting certificate/diploma
- 2+ years’ experience in an Accounting role or equivalent
- Strong written and verbal communication skills
- Intermediate Microsoft Excel skills
- Detail oriented, accurate, and ability to meet deadlines
- Ability to work independently and as a team member

**THIS IS NICE**
- Experience with Microsoft Great Plains is an asset
- Experience with Trust Accounting is an asset
- Experience with Group Benefits is an asset

**EMPLOYEE PERKS**
- Comprehensive benefits package that focuses on your health and wellness
- Our company-wide vacation policy guarantees a minimum of 3 weeks’ vacation
- Flex days to help you achieve that work-life balance
- Access to GroupSource employee wellness activities
- Employer matching RRSP program after one year

**YOUR COMPENSATION**

At the time of this posting, the estimated base salary for this position is $55,000-$60,000. Individual compensation within this range is determined by factors such as job-related skills, relevant experience, and education/training. This range reflects the base salary and does not encompass our comprehensive total rewards, benefits, and potential bonuses that we proudly offer.
- For over 40-years, GroupSource has provided Canadian organizations with comprehensive, yet affordable employee group benefit plans. As a Third-Party Administrator (TPA), we not only help design an employee benefit plan that fits company's specific needs, we also act as a plan administrator, service department and claims manager for each of our client companies._

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