Financial Analyst - Toronto, Canada - THE EMPIRE LIFE INS. CO

THE EMPIRE LIFE INS. CO

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Financial Analyst - Investment Administration

Why you'll love this role:

The Financial Analyst - Investment Administration provides administrative support to the Investment Administration team responsible for supporting Empire Life's asset management function.

The incumbent is guided by defined procedural constraints and works under the moderate supervision of the Manager, Investment Finance and Administration.

What you'll be working on:

Perform daily data entry, reconciliation, trade settlement, pricing and reporting as per defined delivery dates
Assist with the enhancement, update and maintenance of policies and procedures
Reconcile cash, asset holdings and transaction activity; assess accuracy and plausibility
Participates in the production and/or review of weekly, monthly, quarterly and yearend reports
Monitor investment receivables (dividends, coupons etc.) to ensure they are received correct and on time
Complete all necessary paperwork involved in establishing trading in/with new markets/brokers and private placement settlements
Assist with regular maintenance of investment database
Resolve settlement differences by collaborating and communicating with custodians and brokers
Ensure management is apprised of all potential problems
Maintain records as per prescribed Audit requirements
Maintain a strong understanding of investment products and customer needs
Participates on projects relating to the Investment Administration department

What you'll need to have:

Post secondary education
Canadian Securities Course an asset 13 years work experience with administration systems in the insurance/financial services industry (relevant coop experiences included)
Knowledge of the investment industry
Ability to prioritize and balance multiple tasks or projects
Welldeveloped organizational skills
Ability to construct written reports on various issues
Clear reading, writing, keyboarding, editing and/or proofreading skills
Welldeveloped analytical, evaluation, decisionmaking and problem resolution
Ability to use current business software

Beyond the salary:

For regular full-time positions, Empire Life offers a competitive salary and comprehensive benefits package including:

Benefits plan
Pension plan
Social club
Learning & development
Current career opportunities
Career choices

Get to know us:

We're one of the top 10 life insurance companies in Canada and offer an environment that encourages the pursuit of personal and professional success.

At the heart of that success is our focus on customers; we provide protection and financial security for Canadians—with a personal touch.

We acknowledge and reward talent, and support our employees in achieving and exceeding individual and organizational goals.

Our goal is to make Empire Life a great place to work, learn and grow, where people can be their true selves, feel they belong and have equal opportunity for growth in their careers.

We're also committed to supporting an inclusive workplace that values diversity.

If you're looking for an exciting opportunity and the chance to build a career in an innovative and dynamic organization, submit your resume by clicking on Apply.