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Financial Services Representative

Rise People

Rise People

Accounting & Finance
Burnaby, BC, Canada
Posted on Thursday, May 18, 2023

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.

The day-to-day

#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

About you

  • 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.