CA001 Marsh Canada
Hybrid Account Manager in Halifax
Job Description
Step into a hybrid Account Manager role at Marsh, managing client portfolios and financial operations in Halifax. Collaborate directly with clients and ensure compliance while working on diverse projects.
This position involves overseeing multiple captive insurance companies, maintaining financial records, and preparing timely financial statements. You’ll lead annual audits and ensure adherence to regulatory requirements while fostering strong relationships with clients and service providers.
Key Responsibilities:
• Manage client portfolios and day-to-day operations
• Prepare accurate financial statements and supplemental schedules
• Reconcile cash and investment accounts regularly
• Execute annual audits and regulatory filings
• Maintain comprehensive client files and documentation
Requirements:
• CPA designation or active enrollment preferred
• Bachelor’s degree in Accounting or related field
• 1+ years of relevant experience in financial management
This position involves overseeing multiple captive insurance companies, maintaining financial records, and preparing timely financial statements. You’ll lead annual audits and ensure adherence to regulatory requirements while fostering strong relationships with clients and service providers.
Key Responsibilities:
• Manage client portfolios and day-to-day operations
• Prepare accurate financial statements and supplemental schedules
• Reconcile cash and investment accounts regularly
• Execute annual audits and regulatory filings
• Maintain comprehensive client files and documentation
Requirements:
• CPA designation or active enrollment preferred
• Bachelor’s degree in Accounting or related field
• 1+ years of relevant experience in financial management