Finance Clerk

We are seeking a diligent and detail-oriented Finance Clerk to join our team. This role will support the team in managing client files, verifying and processing documents, updating systems, coordinating client communications, and following up on outstanding requirements.

The ideal candidate is highly accurate, organized, proactive, and comfortable handling multiple administrative tasks while maintaining proper documentation.

· File Management and Document Verification:

· Open new client files and verify identification documents.

· Check documents against emails, including Land Contracts, Build Contracts, and CC Authority Forms for accuracy before opening the file.

· Send emails to clients regarding various statuses such as RTF/CC Payment Confirmation, CC Declined notifications, the outset of primary contracts for conveyancing, and fully executed contracts if available.

· Prepare and send initial letters to clients at the beginning of the contract.

· Update LEAP with fully executed contract dates.

· Save documents to the file using the correct syntax and naming conventions.

· Review and save all incoming documents to ensure they are accurate and properly recorded.

· Update the calendar and tasks once fully executed contracts of sale (FE COS) arrive.

· Follow up on missing documents as required to ensure all necessary paperwork is complete.

· Assist with general overflow tasks from the team, providing support where needed to ensure smooth operations within the department.

· Bachelor’s degree in finance, accounting, or a related field is a plus.

· Strong attention to detail and organizational skills.

· Excellent written and verbal communication skills.

· Proficiency in Microsoft Office Suite (Word, Excel, Outlook).

· Experience with document management systems such as LEAP is desirable.

· Ability to manage multiple tasks simultaneously and work effectively in a team environment.

· High level of accuracy and attention to detail.

· Strong time management and organizational skills.

· Good interpersonal skills and the ability to communicate effectively with clients and team members.

· Proactive approach to follow up on pending tasks and documents.

· Willingness to learn and adapt to new processes and systems.