Financial Coordinator

Department: Special Markets Location: Vancouver Working Status: Temporary, Full-time, 6 month contract with possibility of extension Way of Working: Working in the office full time, five days a week

Are you looking to jump-start your career and gain valuable office experience? We have an exciting opportunity for a Financial Coordinator to join our Special Market Solutions Team. You will be responsible for organizing, processing, and distributing large volumes of work accurately, and in a timely manner so that the team can meet their daily processing objectives.

This role is an excellent opportunity if you are looking to gain relevant work experience in the insurance and financial services industry. We invite you to apply and grow your career with a company that is invested in the development of our employees. 

What will I Be Doing?

• Process premiums and update Credit Card and EFT information for Individually Billed accounts.

• Verify correct premium rates/provincial breakdown and process premiums for Non-Billed and Broker Payment on Accounts

• Preparing all financial team documents for imaging by reviewing and confirming document coding and creating applicable bar-coded index sheets

• Send files to off site storage by entering document coding information onto the Iron Mountain online system and creating coded index sheets.

• Open, stamp, sort, investigate and distribute cheques regularly throughout the day.

• Responsible for all mail and fax correspondence including distributing, reviewing and following up

• Monitor and manage the Financial Inbox and distribute/forward/print e-mails accordingly.

• Review, Distribute and File daily/monthly/quarterly and annual system generated and requested reports.

• Review, match and mail Monthly Broker Commission Statements, Statement of Charges and Cheques

• Create, update and maintain applicant files and send eligibility confirmation communication as required.

• Request and manage Attending Physician Statements as directed by Underwriting utilizing the paramedical company systems and communicate to client.

What we are Looking For:

• High School Diploma – business/accounting option preferred.

• Computer literacy (PC and mainframe) including MS Office Suite and 50+ wpm typing.

• Strong organizational skills: ability to multitask and prioritize.

• Excellent communication skills (written and verbal)

• Minimum of 1 to 2 years’ experience, preferably in an accounting related environment

Compensation:

The typical hiring range for this position would be between $40,000 to $50,000  annually; the base pay offered is based on location and may vary depending on skills, job-related knowledge, experience, and internal equity. All permanent employees of iA are also entitled to an annual bonus. 

At iA, we are committed to a fair, market-based and equitable compensation structure. Our market data is refreshed on an annual basis to reflect the most current market conditions