Financial Services Representative
Rise to the challenge
Rise is Canada’s complete people management solution that gives employers everything they need to build loyal and productive teams—all in one place. We collaborate and co-create to build solutions that completely change how companies of all shapes and sizes manage their payroll, scheduling, time tracking, group benefits, recruitment, onboarding, and more.
At Rise, we’re changing how work happens and how people work. We’d love for you to join us and experience the most positive, challenging, and transformative part of your career.
About the role
We’re looking for a Financial Services Representative that loves to be part of a growing and dynamic team to bring our HR + Benefits + Payroll solution to new heights.
As a member of our Client Support team, you’ll provide accounting, remittance reconciliation and tax-related support to our customers. You’re versatile and have the ability to adapt to changing priorities and handle a myriad of different functions. You believe your hands-on approach, analytical mind, and problem-solving skills are your greatest assets. You tackle challenges head-on and are an organized and efficient team player that thrives in a fast-paced environment of change.
#1) Accounting and Tax Support to our Customers
Providing accounting support such as general banking tasks, payroll taxes, source deductions issues, and reconciliation
Performing tax-related duties such as reporting Quebec’s Remittance and Ontario EHT
Troubleshooting errors, such as reconciliation of remittances, following up with clients for banking errors and missed payments
Managing customer premium billing and payments
Maintaining daily invoicing and crediting
#2) Empowering Others
Assisting the Implementation team with various tasks, including setting up third-party remittances
Assisting the Product team to provide your expertise to improve our products
Minimum 1+ years experience in accounting or related field
A Bachelor degree or diploma in accounting or business
Advanced skills in Excel, dealing with financial and numerical data
Professional and proactive in both oral and written communication
Strong technical expertise
Strong work ethic and willingness to learn
Customer-focused & great at problem-solving
What Rise offers
Rise is all about creating a positive company culture, both for our clients and our employees. We believe that happiness isn’t the cause of employee engagement, it’s the result.
We offer a flexible hybrid work policy, allowing employees to work from home and also take advantage of our beautiful office space in the heart of Burnaby that includes standing desks, an onsite fitness facility, and a fully stocked kitchen.
Rise believes that time off is just as important as time spent. We offer 3 weeks of paid vacation, flexible personal wellness days, as well as a day off for your birthday and your work anniversary.
We support your growth with a personal $1,000 learning and development budget to take courses, attend conferences, webinars, you name it!
We offer no-wait benefits. This means that starting your first day, you have access to our comprehensive benefits package which includes dental, eye care, and $2,000 in counselling coverage, among many other great health benefits.
At Rise, we care more about where you’re headed, not where you’ve been. We encourage people of all ages, backgrounds, identities, and orientations to apply.
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