finance and credit administrator
About the company
Work site environment Real estate.
Work setting Real estate company. Private company, corporation or industry. Financial services industry. Commercial.
Your tasks
- Identify clients' financial goals and objectives.
- Supervise staff.
- Analyze clients' financial records.
- Review and examine financial services and institutions to ensure compliance with governing legislation and regulation.
- Administer estate, personal, charitable, corporate and other types of trusts, direct trust account investments, receive and record investment income and disburse trust funds.
- Assist in the planning and execution of financial statement audits.
- Review and update credit and loan files.
- Recommend improvements to accounting systems and management practices.
- Provide investment information and service to clients.
- Process banking transactions.
- Oversee the collection and analysis of financial data.
- Internal audit.
- Ensure compliance with government regulations.
- Disburse trust monies.
- Compile records of deposit, loan and mortgage payments.
- Collect and analyze financial records of a business, such as financial statements, budgets, projections and sales data.
- Assist investment fund managers in portfolio asset allocation decisions and risk management.
- Analyze financial documents and reports.
- Use real estate software packages.
- Use portfolio management software.
- Evaluate financial risk.
- Conduct business and technical studies to aid in decisions on system implementation or migration.
- Analyze market research data to improve business decisions or activities .
Requirements
Education College/CEGEP.
Computer and technology knowledge
- MS Office.
- Database software.
- Accounting software.
- API.
Area of work experience Financial statements.
Area of specialization
- Financial examination.
- Investment underwriting.
- Trust and estate administration.
- Accounting.
- Real estate data analysis.
- Loans and mortgages.
- Investment funds.
- Commercial real estate.
Security and safety Criminal record check.
Personal suitability
- Accurate.
- Efficient interpersonal skills.
- Excellent oral communication.
- Excellent written communication.
- Initiative.
- Interpersonal awareness.
- Judgement.
- Organized.
- Team player.
- Due diligence.
Screening questions
- Are you available to start on the date listed in the job posting?.
- Do you have experience working in this field?.
- Do you have the required certifications listed in the job posting?.
- Do you meet the language requirements listed in the job posting for the position (English or French)?.
2 years to less than 3 years.
What we offer
Health benefits
- Dental plan.
- Disability benefits.
- Health care plan.
- Paramedical services coverage.
- Vision care benefits.
Financial benefits
- Bonus.
- Group insurance benefits.
- Life insurance.
Long term benefits
- Long-term care insurance.
- Maternity and parental benefits.
Other benefits Paid time off (volunteering or personal days).
Other
Work conditions and physical capabilities
- Fast-paced environment.
- Work under pressure.
- Tight deadlines.
- Attention to detail.
- Large caseload.
Employment terms options Day.