Financial Services Liaison - Toronto, Canada - The Segal Group, Inc.

Description

The Opportunity:

The Financial Services Liaison is responsible for revenue accrual, client billing, reporting new business and fee renewals, maintaining client project information, collections, preparing and distributing financial reports, monitoring time charges, and responding to requests and questions regarding financial information.

In addition to providing support to our team in Canada, this position provides support to some East, special practice, and company-wide projects as needed.

The Role:

As part of the team, the incumbent will initiate the billing and collection efforts that are critical to the Region's profitability.

The incumbent will have the opportunity to interact with consultants and executive staff to identify billing opportunities as well as initiate and improve financial processes and procedures.

Responsibilities include, but are not limited to: assists the Financial Services Coordinators and consulting staff with client billing, accounts receivable collection, new business reporting and fee renewals and creating client project information in our financial system, report distribution, accounts payable processing, and the collaboration with staff members to make financial information readily available; works well under direction and tight deadlines - demonstrating a strong sense of project ownership and commitment to meeting desired project outcomes within defined deadlines; demonstrates flexibility and the ability to multi-task and set priorities within a fast-paced environment; handles confidential and sensitive client information in an appropriate manner and brings anomalies to the attention of appropriate staff members and manager; manages the billing system: coordinates internal client billing processes to ensure all procedures are executed accordingly.

This includes tracking and accounting for all commission revenue payable by our clients.

Creates and maintains Excel spreadsheets to track and initiate financial activity is a key responsibility; provides assistance to other business operations as needed; communicates effectively and articulately (both written and verbal).

Qualifications

The Requirements:


_Diversity, Equity & Inclusion at Segal:_

_ About Segal and its

Total Rewards Program:
_

Segal is a
privately owned, leading North American employee benefit, human resources, and investment management consulting firm with
over 80 years of history providing trusted advice that improves lives.

Clients include public and private corporations, multiemployer trust funds, public sector entities, higher education institutions, institutional advisors, among many others.

Segal's total rewards are part of what makes Segal a special place to work.

The current salary range for this position is $60,000 CAD to $75,000 CAD plus opportunity for a discretionary performance bonus based on company profitability and employee performance.

In addition, Segal offers a comprehensive suite of benefits to include a non-contributory defined benefit pension plan, extended health benefits, dental benefits, life insurance, disability insurance, an Employee Assistance Program, wellness benefit reimbursements and rewards, and professional credential and tuition reimbursement.

Segal also provides comprehensive paid time off including holidays, vacation days, sick leave, paid family leave, study days and sabbaticals.

_ Please Apply:
_

Primary Location:
CA-ON-Toronto


Work Locations:
Toronto 45 St. Clair Avenue West, Suite 802 Toronto M4V 1K9


Job:
Bus. Ops. - Financial Services


Organization:
Canada


Schedule:
Regular

Regular Employee


Employee Status:
Experienced Level


Job Type:
Full-time


Travel:
No


Job Posting:
Mar 21, 2024, 8:31:11 AM