Financial Coordinator

Description:

• Ensure timely, effective and accurate record keeping
• Ensure appropriate policies, procedures and processes with respect to financial transactions are followed
• Collection, processing payment & file maintenance of Law Society of Upper Canada (LSUC) Annual Membership Fee invoices and Professional Liability Insurance invoices of solicitor employees
• Reimbursement and recovery of professional dues from solicitor employees and for solicitors on temporary leave of absence or upon employment termination
• Monthly amortization of professional dues
• Clinic Insurance (Directors and Officers, Errors and Omissions, Property and General Commercial Liability, Business Travel Accident) renewals, payments, and claims
• LAO Corporate Insurance (Directors and Officers, Business Travel Accidents) renewals, payments, and claims
• Process cancellations and refunds in a timely and accurate manner
• Investigate and resolve customer inquires and complaints in professional and courteous manner.
• Maintain confidentiality of private information and records
• Perform other duties assigned

Required skills & experience

• Strong written and verbal communication skills
• Ability to multitask and prioritize in a fast-paced environment
• Undergraduate degree in business, insurance, or quantitative discipline
• Demonstrated knowledge of insurance policies, financial analysis, accounting theories, principles and practices for public sector organizations, to lead the collection, processing payments, and renewal of insurance policies
• 2 to 3 years in an insurance industry, financial analysis and problem solving.
• Proficient in Microsoft Office, with aptitude to learn new software and systems.
• Knowledge in project management principles and methodologies to manage the delivery of insurance policies renewals, and LSUC annual membership files.
• Analytical and problem solving skills to produce findings and solutions for insurance policies
• Expertise in interpreting and applying knowledge of regulations/legislation/directives to provide advice on insurance policies and amortization of professional dues