finance and credit administrator

Overview

Languages

English

Education

• College/CEGEP

Experience

2 years to less than 3 years

On site

Work must be completed at the physical location. There is no option to work remotely.

Work site environment

• Real estate

Work setting

• Real estate company
• Private company, corporation or industry
• Financial services industry
• Commercial

Responsibilities

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

Experience and specialization

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

Additional information

Security and safety

• Criminal record check

Work conditions and physical capabilities

• Fast-paced environment
• Work under pressure
• Tight deadlines
• Attention to detail
• Large caseload

Personal suitability

• Accurate
• Efficient interpersonal skills
• Excellent oral communication
• Excellent written communication
• Initiative
• Interpersonal awareness
• Judgement
• Organized
• Team player
• Due diligence

Benefits

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)