Finance Clerk

Position Summary

The Finance Clerk is responsible for supporting the administrative responsibilities of the Foundation finance department. This role ensures that the organization’s financial records are accurately entered, filed, and reported. Additionally, the Finance Clerk provides support to other Foundations with Shared Services Contracts. 

Strategic Alignment of the Position:

The Finance Clerk plays a crucial role in maintaining the financial integrity of the Foundation by ensuring accurate and timely processing of financial transactions. By supporting the administrative functions of the Finance department and assisting with Shared Services Contracts, this position aligns with the Foundation's strategic goals of financial accuracy, compliance, and operational efficiency.

Key Responsibilities

• Financial Document Retention: Oversee the retention of financial documents to ensure compliance and easy retrieval.
• Mail Management: Receive, scan, and distribute mail accordingly.
• Transaction Entry: Enter financial transactions into the accounting module of the Community Relationship Management (CRM) database system, including recording vendor invoices, donations, and deposits.
• Bank Deposits: Prepare and complete bank deposits.
• Tax Receipts: Prepare, send, and file official charitable and other tax receipts.
• Gift Processing: Ensure accurate receipting, coding, and processing of gifts.
• Bank Information Collection: Collect bank information for grantees and update the CRM with the correct bank details.
• Bank Transactions: Record bank transactions accurately.
• Scholarship Tracking: Track scholarships and ensure SINs for T4A’s are recorded.
• Customer Relations: Respond to client inquiries, maintain good customer relations, and solve problems.
• Administrative Support: Collaborate with staff on administrative backup for initiatives that assist with community building of Foundation Funds, such as the Leader-Post Christmas Cheer Fund.
• General Duties: Perform all other general duties as requested, including backup for the Manager of Finance.

Qualifications

• A certificate in an accounting-related post-secondary program or equivalent training.
• A minimum of 2 years’ office administration experience.
• Detail-oriented, self-starter with excellent organizational and time management skills.
• Positive customer service attitude, efficient time management skills, and clear problem solving abilities.
• Experience and sound knowledge of office administration principles, including Microsoft Office Suite.
• Experience creating and using Microsoft Excel spreadsheets is an asset.
• Experience working with Community Relationship Management database systems is considered an asset.
• Experience with the charitable sector and familiarity with Canada Revenue Agency regulations and requirements is considered an asset.
• Ability to work in a team environment.
• Excellent verbal and written communication skills.
• Ability to be resourceful and proactive as issues arise.