Job Overview:
We are seeking a diligent and detail-oriented Finance Clerk to join our team. The successful candidate will be responsible for a variety of administrative and clerical tasks within our finance department, focusing on client communications, document management, and data accuracy. 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.