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Financial Administrator

1 month ago

Oakville, Canada AppleOne Full time

Financial Administrator
Oakville
$75,000 yearly

Perks:
-Benefits
-Vacation

Duties:
• Processing/reviewing daily business transactions regarding client accounts
• Paying regular invoices and monthly credit cards.
• Processing tax installments on behalf of client businesses.
• Sorting/distributing incoming mail and maintaining and updating email correspondence
• Preparing and maintaining client files, paperwork, and meeting notes
• Following up on action items from completed meetings
• Maintaining and analyzing client investment account records
• Collecting and preparing loan applications

Assets:
• Diploma or other Postsecondary degree in a relevant discipline or equivalent experience.
• Minimum 2 years’ experience preferably in the financial services industry or banking.
• Excellent computer literacy. Specifically in Excel, Gmail, Google Drive (Sheets, Docs), Windows, Adobe for PDF editing and management.

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