Senior Trust Accountant
Mackenzie Investments Voir toutes les offres
- Toronto, ON
- 58.000-70.500 $ par an
- Permanent
- Temps-plein
- Perform and review complex trust accounting activities, including transaction processing, reconciliations, journal entries, and financial reporting.
- Monitor trust account balances and activity, identify discrepancies, investigate root causes, and ensure timely resolution.
- Prepare, review, and validate financial statements and reports related to trust accounts.
- Ensure all assigned tasks are completed accurately and within required timelines.
- Serve as a subject matter expert on trust accounting principles, policies, and regulatory requirements.
- Provide coaching, guidance, and knowledge sharing to Trust Accountants on accounting matters and exception handling.
- Review work completed by Trust Accountants to ensure accuracy, completeness, and compliance with standards.
- Collaborate with internal and external stakeholders—including auditors, legal, compliance, and business partners—to support audits, inquiries, and regulatory requirements.
- Provide clear, reliable support and advice to internal partners on trust accounting matters.
- Participate in continuous improvement initiatives to enhance trust accounting processes, controls, and operational efficiency.
- Support the implementation and optimization of trust accounting systems, tools, and reporting solutions.
- Identify opportunities to standardize workflows, strengthen controls, and reduce manual effort.
- Assist management with special projects, analysis, and ad hoc reporting requests.
- Bachelor’s degree in Accounting or a related field.
- Typically 5+ years of progressive experience in trust accounting or financial services.
- Experience with accounting platforms such as SAP, Recon Frontier, or other reconciliation systems is an asset.
- Familiarity with transfer agency systems such as SAS or Unitrax is an asset.
- Advanced proficiency in MS Office, especially Excel and PowerPoint.
- Strong analytical, problem-solving, and attention-to-detail skills.
- Excellent communication and interpersonal skills, with the ability to explain complex issues to non-financial stakeholders.
- Demonstrated ability to work independently, manage competing priorities, and collaborate effectively within a team environment.
- COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component.
- EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans.
- RETIREMENT SAVINGS PROGRAMS: voluntary Group RRSP enrolment with employer matching component.
- WORK LIFE BALANCE: paid volunteer days, competitive time off including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements.
- INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background).