Finance & Accounting Co-Op

🔥 18 hours ago

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Experior Financial Group

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2014

💸 Finance

👥 B2C

Finance • B2C

Experior Financial Group is a Canadian managing general agency and financial services company that connects licensed associates with clients to provide insurance and investment solutions. The company offers life, health, travel, critical illness, disability, and funeral insurance, along with investment products such as segregated funds, RRSPs, RRIFs, and TFSAs, and retirement planning services. Experior operates a unique “Tri‑Brid” MGA model, proprietary Experior Financial Analysis (EFA) software and a CRM for agents, and recruits and trains associates across Canada and the USA.

📋 Description

• Assist with recording day-to-day banking transactions, escalating unusual or complex items to senior team members. • Enter accounts payable invoices and assist in preparing accounts receivable and sponsorship invoices. • Support journal entries, bank reconciliations, and collection of supporting documentation under the guidance of senior staff. • Help maintain accurate financial records through accurate data entry in accounting software. • Assist with payment processing tasks, including tracking GVX Wealth payments and helping set up garnishment records. • Help process and track ring orders, chargebacks, and legacy documentation, supporting accurate recordkeeping and related communications. • Respond to general internal and agent inquiries, escalating complex issues to appropriate team members. • Help prepare and distribute recurring reports and regular communications. • Monitor shared inboxes and route emails to the appropriate individuals for timely follow-up. • Support data cleanup and record maintenance across financial systems and spreadsheets. • Help organize and maintain financial and operational documentation to support compliance and recordkeeping. • Assist with accounting department projects such as automation, dashboard creation, SOP documentation, and worksheet development.

🎯 Requirements

• Currently enrolled in a post-secondary program in Accounting, Finance, Business, or a related field, with eligibility for a co-op or internship work term is required. • Strong foundational knowledge of accounting principles, including debits and credits, accounts payable/receivable, journal entries, and basic financial statements. • Advanced proficiency in Microsoft Excel, including formulas, VLOOKUPS, and pivot tables. • Highly organized with exceptional attention to detail and the ability to maintain accuracy when working with financial data and documentation. • Demonstrated ability to manage multiple priorities, meet deadlines, and maintain well-organized records in a fast-paced environment. • Strong written communication skills, with the ability to prepare professional emails, documentation, and reports. • Comfortable learning new technologies and business systems; experience with ERP / accounting platforms such as NetSuite, QuickBooks, or similar systems is an asset. • Strong analytical and problem-solving skills, with the ability to investigate discrepancies and escalate issues appropriately. • Proactive and curious mindset, with a genuine interest in identifying opportunities to improve processes, increase efficiency, and enhance data accuracy. • Dependable, professional, and able to handle confidential financial information with discretion. • Collaborative team player who works effectively with colleagues across departments and is receptive to feedback and coaching. • Self-motivated with a willingness to take initiative and contribute beyond assigned tasks.

🏖️ Benefits

• A meaningful co-op experience where you'll gain hands-on exposure to accounting, finance, and business operations in a growing organization. • Opportunities to work alongside experienced professionals and leaders who are committed to supporting your learning and development. • Mentorship, coaching, and ongoing feedback to help you build practical skills and prepare for your future career. • Exposure to business systems, financial processes, and continuous improvement initiatives that will strengthen your technical and professional capabilities. • A collaborative, supportive team environment where your ideas and contributions are encouraged and valued. • Flexible work arrangements, including remote or hybrid opportunities. • The opportunity to build your professional network. • A workplace culture built on integrity, respect, collaboration, and continuous improvement.