Finance Clerk

Job Overview:

This entry-level position is ideal for someone looking to start a career in finance and gain valuable experience in a professional environment.

Key Responsibilities:

• File Management and Document Verification:
• Open new client files and verify identification documents.
• Check documents against emails, including Land Contracts, Build Contracts, and CC Authority Forms for accuracy before opening the file.

Client Communication:

• Send emails to clients regarding various statuses such as RTF/CC Payment Confirmation, CC Declined notifications, the outset of primary contracts for conveyancing, and fully executed contracts if available.
• Prepare and send initial letters to clients at the beginning of the contract.

System Updates and Documentation:

• Update LEAP with fully executed contract dates.
• Save documents to the file using the correct syntax and naming conventions.
• Review and save all incoming documents to ensure they are accurate and properly recorded.

Task and Calendar Management:

• Update the calendar and tasks once fully executed contracts of sale (FE COS) arrive.
• Follow up on missing documents as required to ensure all necessary paperwork is complete.

Team Support:

• Assist with general overflow tasks from the team, providing support where needed to ensure smooth operations within the department.

Qualifications:

• Bachelor’s degree in finance, accounting, or a related field is a plus.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Experience with document management systems such as LEAP is desirable.
• Ability to manage multiple tasks simultaneously and work effectively in a team environment.

Skills and Attributes:

• High level of accuracy and attention to detail.
• Strong time management and organizational skills.
• Good interpersonal skills and the ability to communicate effectively with clients and team members.
• Proactive approach to follow up on pending tasks and documents.
• Willingness to learn and adapt to new processes and systems.

Job Types: Full-time, Permanent