Accounting/Benefits Administrative Assistant – Fredericton or Moncton

Belong here. Grow here.

Your Talent. Our Commitment to Excellence. Build your career at the best place to learn & grow!

Who We Are:

As one of Atlantic Canada’s largest privately owned insurance brokerages, at Wilson Insurance Ltd., our culture is grounded in collaboration, integrity and continuous improvement.  We invest in our people, encourage innovation, build relationships, and work together to deliver exceptional experiences for our clients – every time, and our communities are at the heart of what we do.

The Role

As an Accounting/Benefits Administrative Assistant, you are a service-oriented individual with a high standard for ethical conduct and prefer a hands-on work style.  This position requires an individual who is comfortable working at a varying pace, addressing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.  In our highly collaborative environment, a commitment to teamwork and effective communication is essential.  This role is responsible for assisting efficient processing of transactions and processing information. This role involves significant priority management, excellent attention to detail, the ability to clearly communicate, and excellent service when dealing with both internal and external clients.

What You’ll Do

• Receive and record cash and cheques
• Record client payments
• Prepare and submit bank deposits
• Monthly Client billing and reporting
  • Prepare billing spreadsheets
  • Process transactions and client invoicing
  • Process EFTs
• Complete Company/Vendor Payables
• Monitor Agency Bill Receivables
• Log policy commissions and deposits
• Process and transact annual policies
• Data and record management
• Provide administrative support to Accounting/Benefits Teams
• Various General Ledger, Payroll, Financial posting or reporting tasks
• Client Renewal Support

What You Bring:

• Post-secondary education, including courses in accounting or finance, and 1 to 3 years of experience in accounting or bookkeeping. A combination of education, skills and experience will be considered
• Proficiency in Office 365 suite of programs and other accounting software. Experience with Applied EPIC or other broker management systems is considered an asset
• Ability to manage sensitive, confidential information
• Team player with a positive and helpful attitude and excellent written and verbal communication and client-service skills
• High attention to detail and accuracy
• Excellent analytical, problem-solving, organizational and time management skills
• Working knowledge of the insurance industry is considered an asset
• Ability to work independently and with a team

How We Work

• Primarily in-office in Fredericton or Moncton, NB
• Remote/hybrid work environment availability
• Regular office hours are 8am to 4:30pm AST
• Some overtime is expected due to the nature of the role

What We Offer:

• Competitive compensation, paid time-off, benefits & educational assistance programs
• Mentorship, development & career growth opportunities
• A supportive, team-oriented, people-first workplace
• Opportunities for community connections – we’re deeply rooted in the communities we serve and take pride in giving back.

Build Your Future with Wilson Insurance

For over 95 years, Wilson Insurance Ltd. has been proudly serving the Maritimes with trusted advice and personalized solutions. Our strength is our people — and we’re always looking for talented, passionate individuals to join our growing team.  For more information about Wilson Insurance visit us at www.wilsoninsurance.ca.  Apply with your resume and cover letter via Indeed at https://ca.indeed.com/cmp/Wilson-Insurance-Ltd./jobs

We wish to thank all applicants for their interest but advise that only those selected for an interview will be contacted.