Our client is one of Canada's largest independent insurance brokerages, with over a century of experience and a strong presence across Southern Ontario. They specialize in delivering personalized insurance solutions-commercial, personal, and group benefits-backed by a service-first, client advocacy approach. As they continue to grow and modernize, they offer a dynamic, team-oriented environment for professionals who want to make a real impact. This role is hybrid 3 days in office.

Our client is one of Canada's largest independent insurance brokerages, with over a century of experience and a strong presence across Southern Ontario. They specialize in delivering personalized insurance solutions-commercial, personal, and group benefits-backed by a service-first, client advocacy approach. As they continue to grow and modernize, they offer a dynamic, team-oriented environment for professionals who want to make a real impact.

This role is hybrid 3 days in office.

Responsibilities of the Finance Coordinator is as follows:

• Receive and Process incoming payments from Clients, Insurance & Finance Companies. (Cash, Cheques, Credit Cards, E-transfers and Online Bank Payments and EFTs)
• Reconciliation and recording the daily bank activity
• Assist with Applied Pay (CC payments in EPIC)
• Manage return payments and follow up for replacement
• Banking when needed
• Process and Manage outside Financing (First Insurance Funding)
• Manage Agency Bill Accounts Receivable and follow-up
• Maintain and Manage accounts with Collection Agency
• Process Client Refunds and Direct Bill Advances
• Processing of Vendor Payables and Employee Expenses
• Reconciliation of Direct Bill Commissions
• Amex and Mastercard monthly reconciliations
• Assist with month end closing
• Other duties as assigned

TMGMS

• A post secondary diploma or degree from a recognized institution in the field of accounting and finance or business administration
• Team player and the ability to work independently
• Good full cycle accounting experience
• Strong Analytical abilities and attention to details to ensure accuracy and follow through on discrepancies
• Minimum 3-4+ years experience in accounting and finance
• Computer proficiency with advance knowledge in Excel
• Experience in the Insurance Industry would be an asset
• CPA or pursuing would be an asset