Job Description
The Financial Services Department is seeking applications from qualified, energetic and motivated individuals to provide financial and administrative support to their team. The Financial Services Department is responsible for the areas of finance related to Student Accounts, Accounts Payable, Accounts Receivable, Banking and Research Accounting. The Finance Assistant will report to the Assistant Manager, Research & External Receivables. The ideal candidate needs to be confident, friendly, outgoing, detail oriented, enjoy working in a fast-paced environment, and have strong organizational skills.
What we offer:
Comprehensive Health and Dental
Post Retirement Benefits
Tuition Waivers
Health and Wellness on Campus available to staff
Professional Development Opportunities
RESPONSIBILITIES:
Providing customer service either in person, on the telephone or by email to students, faculty, staff, and the general public
Triaging daily inquiries (internal and external) that are received in the Financial Services Office and direct individuals to the proper area of the University to address their questions
Coordinating and processing incoming invoices and request for payment documents for scanning, digitizing, uploading to the financial information system, and maintaining electronic storage of such documents
Processing and receipting University revenue for all non-student accounts receivables, balancing cash sheets, and preparing deposits
Providing general administrative support to the Financial Services Office
Ordering and maintaining office supplies and work orders
Providing procedural instructions and training support to other UPEI department staff for common Financial Services functions, such as processing payments of invoices and reimbursement requests, and cash receipting, etc.
Maintaining the schedules of the office management team including assessing priorities for meeting requests
Preparing journal, and other accounting related, entries
QUALIFICATIONS:
Completion of post-secondary education in related office program with one year related experience, or an equivalent combination of training and experience
Experience with processing payments and cash handling
Strong organizational skills for managing tasks, schedules and documents
Excellent communication and customer service skills
Accuracy and attention to detail with regards to documentation preparation, record-keeping, and other administrative tasks
Proficient in Microsoft Office Suite (Word, Excel, Outlook, Teams)
Adaptable to changing priorities within a fast-paced work environment
Experience in a University setting is not required but would be considered an asset
What we offer:
Comprehensive Health and Dental
Post Retirement Benefits
Tuition Waivers
Health and Wellness on Campus available to staff
Professional Development Opportunities
RESPONSIBILITIES:
Providing customer service either in person, on the telephone or by email to students, faculty, staff, and the general public
Triaging daily inquiries (internal and external) that are received in the Financial Services Office and direct individuals to the proper area of the University to address their questions
Coordinating and processing incoming invoices and request for payment documents for scanning, digitizing, uploading to the financial information system, and maintaining electronic storage of such documents
Processing and receipting University revenue for all non-student accounts receivables, balancing cash sheets, and preparing deposits
Providing general administrative support to the Financial Services Office
Ordering and maintaining office supplies and work orders
Providing procedural instructions and training support to other UPEI department staff for common Financial Services functions, such as processing payments of invoices and reimbursement requests, and cash receipting, etc.
Maintaining the schedules of the office management team including assessing priorities for meeting requests
Preparing journal, and other accounting related, entries
QUALIFICATIONS:
Completion of post-secondary education in related office program with one year related experience, or an equivalent combination of training and experience
Experience with processing payments and cash handling
Strong organizational skills for managing tasks, schedules and documents
Excellent communication and customer service skills
Accuracy and attention to detail with regards to documentation preparation, record-keeping, and other administrative tasks
Proficient in Microsoft Office Suite (Word, Excel, Outlook, Teams)
Adaptable to changing priorities within a fast-paced work environment
Experience in a University setting is not required but would be considered an asset
💡 Quick Summary
Seeking a career-building opportunity? The ADS Level 5 - Finance Assistant - Financial Services position is now open for candidates interested in the Accountant Jobs sector. This role in Charlottetown offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Accountant Jobs is a plus.
