Estates Accounting Clerk

Job title: Estates Accounting Clerk

Job description: Eagle is currently looking to speak to qualified candidates with the skills and experience outlined below to fill the role of Estates Accounting Clerk

Assignment Length: 6-month contract

Assignment Starting; March

# Of Openings: 5

Top skills for Estates Accounting Clerk

• Financial or legal experience 2+ years
• Customer service experience 2+ years
• Ability to navigate computer applications (specifically MS tools such as Excel & Outlook)

Nice to Have Skills:

• Bilingual in French
• Experience with Intralink
• Bookkeeping Experience
• Estate experience preferred
• Previous experience working with taxes
• Knowledge in accounting principles or previous experience working as an accounting officer.

Soft Skills:

• Compassionate
• Strong attention to detail
• Adaptability based on client needs
• Ability to manage time & high volumes
• Excellent verbal & written communication Skills
• Efficient self-starter, with strong analytical/problem solving skills
• Excellent organization skills for maintaining clear, accurate and meticulous records for a company

Key Responsibilities

• Maintaining the confidentiality of customer information at all times
• Escalating unusual items to the Manager/Assistant Manager, with appropriate recommendations where required.
• Verify all estate and tax payouts and ensure correct reporting of such are within established regulations dictate by the various Government Taxation Authorities.
• Review all incoming documentation and correction requests to ensure information is correct and is actioned within bank policy and government legislation.
• Prioritize incomplete requests and investigate thoroughly to avoid potential losses and negative impact to our customers and the bank as a result of incorrect filing of tax documents with Canada Revenue Agency/Revenue Quebec.
• Prepare estate worksheets, withdrawal forms and reinstatement instructions for tax adjustments, ensuring calculations are accurate and confirm that system values reflect the amounts relative to date of death for estate settlement and that the instructions are properly completed for processing.

Don’t miss out on this opportunity. Apply online today!

Eagle is an equal opportunity employer and will provide accommodations during the recruitment process upon request. We thank all applicants for their interest; however, we will only be contacting candidates with the required skills. Please note that your application does not signify the beginning of employment with Eagle. Work with Eagle will only commence when placed on an assignment as a temporary employee of Eagle.

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