Accounting Technician - Calgary, Canada - GroupSource Limited Partnership

GroupSource Limited Partnership
GroupSource Limited Partnership
Verified Company
Calgary, Canada

4 weeks ago

Sophia Lee

Posted by:

Sophia Lee

beBee Recruiter
Description
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 followup 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 companywide vacation policy guarantees a minimum of 3 weeks' vacation
  • Flex days to help you achieve that worklife 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 40years, 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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