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Manulife · 4 days ago

Finance Assistant

Charlotte, NC

Full-time

Hybrid

New Grad, Entry Level

$37K/yr - $61K/yr

Manulife is a leading international financial services provider, helping people make their decisions easier and lives better. The Finance Assistant position is an entry level role that provides support for property management accounting teams and administrative support for the Charlotte office.

FinanceFinancial ExchangesFinancial Services

Responsibilities

Processing of logging settlement packages received physically and electronically from contract loggers including organizing package contents, recording receipt and scanning settlement and load sheets to a pdf document

Identifying correct contract for the logging settlement received utilizing harvest tracking logs on Sharepoint and data within the Log Inventory & Management System (LIMS)

Reconciliation of load data

Updating and maintaining logs of unposted revenue

Inputting ticket data into Excel spreadsheets and reconciling to logger settlement data

Organizing pdf and excel files for each settlement to prepare for processing in LIMS by Log Accountants

Work with Log Accountants to identify issues and improvements with settlement packages

Contacting contractors to request data and follow up on outstanding items

Scanning and filing documents

Assisting with payment of property taxes through iTAM (tax software) entries and reconciliations

Maintaining assessment values for properties in the iTAM system and running reports within deadlines for potential research and protest by Land Records Manager

Attend weekly meetings with the accounting team in the Charlotte office

Work with other MFM teams on accounting matters

Other ad hoc accounting projects as necessary

Booking travel arrangements for the Timber Strategy Team (“TST”)

Working with travel vendors to respond to changes and cancellations

Preparing and submitting monthly expense reports for TST members

Office management responsibilities include but are not limited to monitoring and purchasing supplies, procuring repair services to maintain office equipment, managing mail and package deliveries

Facilitating and assisting with conferencing equipment and food deliveries for group meetings in the office

Serve as liaison with landlord/office management company to report issues

Manage ButterflyMX door access for employees and visitors

Qualification

MS ExcelMS WordMS PowerPointMS OutlookSharepoint10-key proficiencyTravel arrangementsProfessional communicationAttention to detailProblem solvingOrganizational skillsTeam collaborationPositive attitudeWork ethic

Required

Self-motivation and proactive problem solving

Attention to detail

Professional written and verbal communication

Integrity and confidentiality handling sensitive information

Collaborative, team-first attitude

Proficient in MS Excel, Word, PowerPoint, Outlook, Sharepoint

Ability to learn new applications and programs quickly

Effective listening skills

Ability to multi-task

Excellent organizational skills

Ability to work independently

Positive attitude

Strong work ethic

Open mindedness and ability to take constructive feedback

10-key office machine proficiency to expedite data entry

Experience in booking travel arrangements

Benefits

Health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage

Adoption/surrogacy and wellness benefits

Employee/family assistance plans

Various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions)

Financial education and counseling resources

Generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year

Full range of statutory leaves of absence