Expense Coordinator, Office Services Support - Toronto, Canada - Canaccord Genuity Corp.
Description
Who we are:
Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets.
CG is driven by an unwavering commitment to build lasting client relationships – we achieve this by generating value for our individual, institutional, and corporate clients through comprehensive wealth management solutions and investment banking services.
We are a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.
We pride ourselves on understanding our clients' needs and finding innovative, bespoke solutions. Our entrepreneurial and friendly team will challenge you to learn and grow every day. We value great work and collaboration and strive to eliminate bureaucratic thinking.We're looking for talented people who thrive in a fast-paced environment and want to have an impact with innovative ideas and best practices.
Come be a part of our Canadian success story and help deliver superior experiences for our clients. At CG, we recognize that diversity across our business strengthens our client relationships and enables more innovative solutions.We strongly encourage applications from all qualified individuals regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
CG provides an accessible candidate experience. If you need any accommodations throughout the interview process and beyond, please let us know.Our Canadian operation, Canaccord Genuity Corp., is seeking an adaptable detail-oriented Expense Coordinator to join our team.
In this role, you will be responsible for ensuring compliance with our Business Travel and Entertainment policy by reviewing employee expense reports.
You will process expense reports accurately within critical processing deadlines and perform fraud prevention by verifying report accuracy and other supporting documents.
Additionally, you will handle a variety of administrative tasks, such as managing incoming calls at the reception, setting up boardrooms for meetings, assisting with mailroom duties, and providing support across the office services team.
The timings for this role are 8:30am - 4:30pm.Responsibilities:
Review employee expense reports to ensure compliance with Canaccord Business Travel and Entertainment policy and procedures;
Process accurate and timely within critical processing deadlines;
Verify accuracy of expense reports and supporting documentation as per process;
Ensure expense reports are coded accurately, resolve report discrepancies or issues;
Research and explore alternate solutions; implements solutions; escalate unresolved problems;
Analyze expenses submitted to negate potential fraud;
Maintains a high level of confidentiality;
Communicate report discrepancies with respective employees; Notify Management team of any issues and corrective action taken;
Assist and guide employees on submitting expenses, and request appropriate information;
Support with ad-hoc request on a timely basis;
Handle incoming calls on a high-volume multi-line switchboard;
Set-up, serve and maintain boardrooms for catered meetings;
Process, sort, collect and distribute mail and packages;
Programming and recording security access cards;
Respond effectively to all inquiries from clients, couriers and employees in a friendly and professional manner;
Creating a professional and welcoming environment with outstanding customer service skills;
Set-up, serve and maintain boardrooms for catered meetings;
Assist other members of the Office Services team as required.
Skills & Qualifications:
2-3 years of experience in a similar role or relevant functions;
Experience in a corporate environment is preferred;
Strong attention to detail and problem-solving skills;
Previous customer service experience is beneficial;
Excellent verbal and written communication skills;
Intermediate knowledge of MS Office (Outlook, Word, and Excel);
Familiarity with Concur or similar expense management software;
Ability to multitask and meet deadlines in a fast-paced environment;
Willingness to go above and beyond, assisting across Office Services department;
Punctual and reliable with a demonstrated ability to meet deadlines;
Excellent team player, fostering a collaborative and supportive environment.
#INDHP #LI-SK1
All applications will be held in strict confidence.
In order to be considered for employment, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.
We wish to thank all candidates for their interest but only those applicants selected for an interview will be contacted.