40 Sheppard Avenue W. Suite 512, North York
11 days ago
Finance Coordinator

Our client is one of Canada\u2019s largest independent insurance brokerages, with over a century of experience and a strong presence across Southern Ontario. They specialize in delivering personalized insurance solutions-commercial, personal, and group benefits-backed by a service-first, client advocacy approach. As they continue to grow and modernize, they offer a dynamic, team-oriented environment for professionals who want to make a real impact. \r\n

This role is hybrid 3 days in office.\r\n

Responsibilities of the Finance Coordinator is as follows:\r\nReceive and Process incoming payments from Clients, Insurance & Finance Companies.   (Cash, Cheques, Credit Cards, E-transfers and Online Bank Payments and EFTs)\r\nReconciliation and recording the daily bank activity\r\nAssist with Applied Pay (CC payments in EPIC)\r\nManage return payments and follow up for replacement\r\nBanking when needed \r\nProcess and Manage outside Financing (First Insurance Funding) \r\nManage Agency Bill Accounts Receivable and follow-up\r\nMaintain and Manage accounts with Collection Agency\r\nProcess Client Refunds and Direct Bill Advances\r\nProcessing of Vendor Payables and Employee Expenses\r\nReconciliation of Direct Bill Commissions \r\nAmex and Mastercard monthly reconciliations\r\nAssist with month end closing\r\nOther duties as assigned\r\n\r\n

 TMGMS\r\n"

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