Bookkeeper

• Bachelor’s Degree in Business, Accounting or equivalent.
• Minimum 3 years of experience in bookkeeping.
• Experience using Sage or QuickBooks (Sage preferred).
• Proficient in Microsoft Office, with advance skills in Excel.
• Strong accounting and analytical skills.
• Knowledge and experience in Pooled Fund Accounting is an asset.
• Excellent ability to organize, manage multiple tasks and prioritize to meet hard deadlines.
• Works well independently, takes initiative and is proactive.
• Superb attention to detail with high level of accuracy.
• Able to maintain strict confidentiality.

• Working hours are generally 9:00am – 5:00pm but may occasionally run beyond, especially during peak periods.

On-site role located near Yonge St. and Sheppard Ave. in North York, Toronto.

We are seeking a dynamic and adaptable team member who can thrive in a fast-paced work environment to achieve our goals.

Pre-employment work references, credit and criminal background checks are required.

After the standard three-month waiting period, successful new hires are eligible to join the Company’s Group Benefits Plan, which provides a range of life, health, and dental benefits, with premiums fully paid by the Company.

After this same waiting period, transit commuters will also be eligible to participate in a generous reimbursement program to help subsidize public transportation costs to-and-from the office.

To help foster our culture of appreciation, employees have an opportunity to participate in our company wide program to give and receive rewards and recognition for high performance and service.

This posting is for an existing job vacancy.

Successful Investor Wealth Management does not use artificial intelligence (AI) or automated decision-making systems to screen, assess, or select applicants for employment.

All hiring decisions are made through human review of application materials, interviews, and assessments conducted by our recruitment team.

Successful Investor Wealth Management welcomes and encourages applications from people with disabilities.

Accommodations are available on request for candidates taking part in all aspects of the selection process.