Loan Administration and Accounting Clerk

Loan Administration and Accounting Clerk

Williams Lake Administration Branch

Williams Lake and District Credit Union has an exciting opportunity for an energetic, service-focused Administrator to work out of the Williams Lake Branch. This is an 18-month contract position that may lead to full-time employment following completion of the contract.

The Community

Williams Lake is just a one-hour flight or a scenic day trip (546 km) north on Highway 97 from Vancouver, making it very easy to access. Within a three-hour drive, residents can also access the major cities of Prince George to the north and Kamloops to the southeast. Whatever cannot be found locally is accessible within easy driving distance on major highways. Williams Lake has many amenities, including a modern recreation centre and pool, an extensive trail network for mountain biking and hiking, arts and culture activities delivered through many clubs and societies, the largest shopping area in the Cariboo Chilcotin Coast, and the opportunity for post-secondary education offered through Thompson Rivers University’s Williams Lake Campus. http://www.tru.ca/williamslake.html

Affordable real estate offers an opportunity to own land only minutes from town and the ability to purchase a home within city limits at very affordable prices compared to many Canadian cities. With all four seasons represented and significant sunshine hours (308 days on average), Williams Lake is ranked number 5 across Canada by weatherstats.ca for the highest number of sunny days during warm months. There is plenty to keep outdoor enthusiasts busy. Surrounded by over 800 lakes, the area is a fishing hotspot. The dry climate makes it more likely to experience the outdoors in the sunshine when hunting, hiking, mountain biking, kayaking or enjoying winter sporting activities.

Overall, Williams Lake offers an affordable lifestyle for the family or the young adventurer.

The Opportunity

Reporting to the Manager of Accounting and Centralized Services, you will have at least five years’ experience in administration, ideally in a Credit Union or Banking environment.

This is a multi-faceted role that spans several departments within our Credit Union.

Commercial and Retail Loan Administration involves member-facing activities, all of which are dealt with in a confidential, courteous and professional manner. Commercial and Retail Loan Administration involves back office support activities such as recording and processing loan applications, completing departmental reports, conducting credit checks and lien searches as well as registering and releasing security. Further duties include maintaining loan files, preparing and typing routine correspondence, monitoring for required loan account reviews while adhering to all internal policies and procedures.

Accounting and Clearing related activities include conducting daily member account clearing activities and assisting with various accounting related duties which require assistance with setting up new accounting software under the guidance of management/external consultants.

As the ideal candidate you will have relevant tertiary education, possess excellent communication skills and have a commitment to delivering outstanding service.

We offer a competitive compensation package, including benefits, commensurate with experience and qualifications.

Interested applicants may submit a resume and cover letter, in confidence by, March 19, 2021 to:

Manager, Human Resources

Williams Lake and District Credit Union

139 North 3rd Avenue

Williams Lake, BC V2G 2A5

Fax: (250) 392 4361

E- mail: resume@wldcu.com

Williams Lake and District Credit Union thanks all applicants for their interest. Only those applicants being considered will be contacted.

For more information on Williams Lake and District Credit Union, please visit our website at www.wldcu.coop.

Accountant

We’re hiring a full-time temporary Accountant!

 The Accountant role is a critical role within our finance department, providing financial accounting to the credit union and its subsidiary.

Position Overview

The Accountant position performs a variety of duties relating to corporate accounting and treasury support. Key responsibilities of this role include assisting in preparing financial reports, accounts payable, processing, GL reconciliations, accruals, allocations, balancing organization general ledger accounts, and daily cash flow forecast. This position will also provide support to Accounting Administrators.

Key Responsibilities:

  • AP, AR and month end duties
  • Preparing AP runs, including communication with management and vendors
  • Allocating expenses and reconciling suspense accounts
  • Daily cash flow analysis and communication of treasury details to management
  • Timely delivery of financial statements and other reports

Skills & Attributes:

  • Knowledge of full cycle accounting
  • Strength in overall verbal and written communication
  • Attention to detail and accuracy
  • Learning and working within various systems and technologies
  • Strong proficiency in Excel

Experience & Education:

  • Preferred minimum 3-year experience in accounting
  • Some treasury experience an asset
  • CPA student 1st or 2nd year desired

Qualified applicants should identify how their skills and experience match our requirements. We thank all applicants for their interest and only those applicants considered for an interview will be contacted.

 Aldergrove Credit Union is a financial service cooperative located in the heart of the Fraser Valley. We proudly offer personal and commercial banking, insurance and financial planning solutions to our members and clients in the communities of Langley, Aldergrove, Abbotsford and Mission. Our Credit Union has approximately 120 staff serving 17,500 members and operates six branches, three insurance offices, and three financial planning offices. The strength of our Credit Union is a direct reflection of our commitment to our people, service to members, and growing our communities. For more information, visit www.aldergrovecu.ca.

Vice President Finance & Risk

Become part of a dynamic and successful credit union located in the community of Summerland and nestled in the beautiful Okanagan Valley.

Under direction of the President & CEO, the Vice President of Finance and Risk manages and oversees financial forecasting activities, budgeting reporting and maintenance, fixed asset and depreciation schedules, tax reporting/filing, accounting, general ledger management, asset/liability management, liquidity, investment management/treasury functions, foreign exchange, financial statement preparation, regulatory filings, statistical reports, stress testing, enterprise risk management and provincial regulatory and legislative compliance activities for the credit union.

The VP of Finance and Risk actively participates in the development of corporate strategies and provides strategic leadership and advice on all financial, enterprise risk, and audit matters, directly supervises staff and provides system administration support for operations.

MAJOR RESPONSIBILITIES:

  • Provide overall direction, control and planning for finance, accounting, tax, audit, budget, asset liability management and treasury/investment functions of the credit union.
  • Maintains the Credit Union’s financial records; prepares financial and statistical reports for the Credit Union; prepares and files reports with regulatory bodies; prepares the Credit Union budget in accordance with guidelines from the President & CEO and Board of Directors.
  • Regularly reviews the effectiveness of the accounting and cash management systems and recommends improvements to maintain integrity.
  • Analyzes business, economic, financial conditions and their impact on credit union’s operations; makes recommendations to enhance performance or to mitigate losses including developing and running hypothetical stress tests.
  • Leads the risk management function in the development, reporting and maintenance of corporate strategies and policies.
  • Provides overall direction, control and planning for the enterprise risk management framework. Ensure practices align with policies and procedures and recommend changes to further improve efficiencies and risk.  Follow up on any compliance deficiencies.
  • Manages borrowings, credit limits and securitizations.
  • Manages key relationships with BCFSA and ensures compliance to legislation, regulation and suitable guidelines based on the size and complexity of the credit union.
  • Directly supervises staff by monitoring activities to ensure productivity, efficiency and ensure administrative tasks are completed on schedule. Responsibility includes; hiring, directing job assignments, monitoring performance, coaching, counselling, training, compliance with regulatory requirements and organizational mission, vision and values, policies and work rules.  Review performance and provide recommendations for compensation, promotion and termination, as appropriate.
  • Participates as an active member of the management team by:
    • attending regular management meetings to exchange information on department activities, discuss short- and long-term goals, identify and resolve operational issues and problems using a collaborative approach;
    • attending planning sessions and setting overall goals, objectives and strategies for future growth and development;
    • acting as an advisor to management team in all issues relating to accounting and security,
    • Leads the ALCO discussion at the management meeting
  • Displays knowledge of services offered by the Credit Union; considers and evaluates new services in relation to their financial impact on the Credit Union. Considers, evaluates, recommends and implement improvements where applicable.
  • As Security Officer, ensures the adherence of security procedures with respect to cash holdings by ensuring that cash handling procedures are in accordance with established risk management procedures. Ensures that cash counts are conducted and staff are audited with respect to following security procedures.  Adheres to security procedures as they pertain to the position.
  • Oversees the preparation of financial reporting of subsidiaries.
  • Maintain fixed asset records and the accompanying depreciation schedules.
  • Conducts financial reporting in compliance with International Financial Reporting Standards.
  • Acts as a voting member of the Management Credit Committee.
  • Represents the credit union at external functions.

The above reflects the general details to describe the principal functions of the job and shall not be construed as a detailed description of all the work requirements that may be inherent in this job.

QUALIFICATIONS:

 EDUCATION and EXPERIENCE

  • Bachelor’s Degree or Professional Accounting Designation
  • Four to six years job related experience

OR   EQUIVALENT EDUCATION and/or WORK EXPERIENCE

 POSITION COMPETENCIES;

  •  Advanced understanding of International Reporting Standards, audit and financial reporting controls
  • Advanced understanding of Enterprise Risk Management and risk management principles
  • Advanced computer skills
  • Strong governance skills and business acumen
  • Strong leadership and communication skills and possesses a high “EQ”.
  • Working knowledge of Security requirements and procedures

Interested applicants should submit their resume and cover letter to sdcu@sdcu.com.

Accounting Administrator

We’re hiring full-time temporary Accounting Administrator!

Do you have a passion for helping people and an eye for the details? We are looking for a diligent, full-time Accounting Administrator to fill a temporary 18 month position within our Finance Team.

Position Overview

The Accounting Administrator is a key position responsible for a wide variety of accounting and administrative functions within our finance department.

Individuals should be organized, accurate and conscientious; have exposure to financial institution products and service; possess knowledge of common accounting practices. In addition, the individual should provide exceptional internal service, demonstrate very good communication skills both verbal and written, and have the ability to handle a variety of responsibility areas.

Key Responsibilities

  • GL reconciliation; registered plans, deposit agents and suspense accounts
  • Administration and compliance reporting; Registered plans and deposit agents
  • Accept wires; Accepting and compliance reporting
  • Communication; Communication between finance and the Credit Union
  • Administrative support for branch operations; Outages, clearing, and following up with members when needed

Skills and Attributes

  • Excel; Strong proficiency
  • Strong communication skills; Strength in overall verbal and written communication
  • Diligence; Attention to detail and accuracy
  • Adaptability; Learning and working within various systems and technologies
  • Accounting and bookkeeping skills; Knowledgeable about accounting fundamentals

Experience & Education 

  • Preferred minimum 1-year experience in accounting
  • Working knowledge of RRSP’s and RESP’s
  • Accounting or bookkeeping courses are an asset

Qualified applicants should identify how their skills and experience match our requirements. We thank all applicants for their interest and only those applicants considered for an interview will be contacted. 

Aldergrove Credit Union is a financial service cooperative located in the heart of the Fraser Valley. We proudly offer personal and commercial banking, insurance and financial planning solutions to our members and clients in the communities of Langley, Aldergrove, Abbotsford and Mission. Our Credit Union has approximately 120 staff serving 17,500 members and operates six branches, three insurance offices, and three financial planning offices. The strength of our Credit Union is a direct reflection of our commitment to our people, service to members, and growing our communities. For more information, visit www.aldergrovecu.ca.

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