Accounting Assistant, Benefits and Investment Portfolios

Job title: Accounting Assistant, Benefits and Investment Portfolios

Job description: Position Number: 50020588

Department: Office of the Treasurer

Grade: GR10

Campus: Sir George Williams (Downtown)

Salary: $33.61 – $40.47 per hour

Union/Association/HR Policy: CUSSU

Posting deadline: November 17, 2023

Recognized as Canada’s top university under the age of 50, and one of Montreal’s top Employers, Concordia University is the place to be if you are looking to grow, contribute and innovate in a dynamic and multicultural environment.

Be part of a community that addresses society’s big challenges, supports your personal and professional growth, and makes a real impact in building a more sustainable world.

As a member of our community, you will have access to comprehensive benefits, a defined pension plan and numerous on site well-being facilities such as a state of the art gym and health clinic as well as a variety of educational and cultural opportunities.

SCOPE

Reporting to the Senior Administrator, Benefits Portfolio, with a dotted line relationship to the Director of Investments, the incumbent supports the production and validation of all financial information for the Office of the Treasurer’s Benefits and Investments portfolios, namely for three different entities: the Pension Plan for the Employees of Concordia University, the Concordia University Foundation and the Kenneth Woods Portfolio Management Program (KWPMP), by assisting the two Financial Accountants in their tasks.

PRIMARY RESPONSIBILITIES

• Review and process invoice payments and prepare expense reports. Actively follow-up with departments if documentation is incomplete or requires additional information. As a resource person, answer general inquiries regarding expenses.
• Consult and liaise with internal and external stakeholders, in carrying out duties.
• Process monthly contributions for all entities.
• Coordinate the collection of statements from all investment managers and perform various reconciliations including net assets, income, cash positions.
• Respond to internal and external inquiries, redirect accordingly if necessary. Investigate discrepancies or anomalies in accounting processes and communicate with relevant department or unit, if additional information is required. Provide necessary documentation for the end user.
• Participate in tax and regulatory filings to tax authorities.
• Prepare, validate and analyze financial reports used for the updates of the annual budgets and quarterly variance analysis of the Foundation and the Pension Plan. Proofread and edit documentation and reports.
• Assist in the production of the audited financial statements and year-end files for the Foundation, the KWPMP and the Pension Plan.
• Support the Financial Accountants during external audits for all three entities, including their tasks of providing all documentation requested by the external auditors and answering all their questions. Produce letters, memos, reports, and other electronic material.
• Assist in the onboarding process of new investment managers, including the set-up of banking and accounting structures.
• Provide support to the team, attend key meetings to record and follow up on action items.
• Perform other related tasks delegated by the Financial Accountants and in support of the unit.

QUALIFICATIONS

• Diploma of Collegial Studies (3-year technical DEC) in Accounting or Finance or in a field related to the primary responsibilities and two to four years related work experience, including previous experience in accounting.
• Excellent communication and interpersonal skills, including the confidence, tact, discretion and judgment to work effectively with senior administrators.
• Very good knowledge (Level 5) of spoken and written English in order to write, analyze, and provide feedback to maintain effective communication with faculty members, and internal units; Good knowledge (Level 4) of spoken and written French in order to communicate effectively and handle routine requests in writing.
• Advanced knowledge of Word, Excel and PowerPoint to create documents, and spreadsheets.
• Ability to work under pressure and meet strict deadlines; meticulous attention to detail.
• Ability to multi-task and work on a variety of projects concurrently.
• Excellent financial interpretation and analytical skills.
• Excellent organizational skills in order to effectively organize work and set work priorities under time constraints.
• Knowledge of accounting policies and procedures.
• Good understanding of computing and automation technologies and administrative and information systems.
• Ability to work with minimal supervision autonomously, and as part of a team.
• Ability to work outside normal operating hours during peak periods.
• Knowledge of the pension and investment sectors is an asset.
• Knowledge of Ariba, Concur, web-based financial reports (SAP) and payroll is an asset.

Due to the volume of applications, only selected candidates will be contacted by our Talent Team.

Concordia University is an English-language institution of higher learning at which the primary language of instruction and research is English. Since this position supports academic and administrative functions of the university, proficiency in English and French, as indicated, is required.

IMPORTANT: The language and computer skills of short-listed candidates will be tested.

Territorial Acknowledgement

Concordia University is located on unceded Indigenous lands. The Kanien’kehá:ka Nation is recognized as the custodians of the lands and waters on which we gather today. Tiohtià:ke/Montreal is historically known as a gathering place for many First Nations. Today, it is home to a diverse population of Indigenous and other peoples. We respect the continued connections with the past, present and future in our ongoing relationships with Indigenous and other peoples within the Montreal community.

Employment Equity

Concordia University is strongly committed to employment equity within its community, and to recruiting a diverse faculty and staff. The University encourages applications from all qualified candidates, including women, members of visible minorities, Indigenous persons, members of sexual minorities, persons with disabilities, and others who may contribute to diversification; candidates are invited to self-identify in their applications. As part of your application, you will be asked to complete a diversity survey. This information is voluntary and any information collected for this purpose is confidential and cannot be accessed by search committees or human resources employees. Results will be aggregated and used to help Concordia achieve its goal to see all members of our community not only reflected, but welcomed, included and supported in their efforts to contribute to all areas of university life.

Accessibility

Concordia desires to increase diversity among its community members and we strive to make our recruitment processes as accessible as possible and provide accommodations as required for applicants. If you are contacted for an interview and anticipate needing accommodations during the process, please contact, in confidence, hr-employment@concordia.ca

Immigration Status

All qualified candidates are encouraged to apply; however, Canadian and Permanent Residents will be given priority. To comply with the Government of Canada’s reporting requirements, the University is obliged to gather information about applicants’ status as either Permanent Residents of Canada or Canadian citizens.

Click Here to Apply

Source: