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3 Dec 2018

Full-Time Junior Financial Analyst, Surety

Echelon Insurance – Posted by Echelon Insurance Mississauga, Ontario, Canada

Job Description

Reporting to the Assistant Vice President, Surety, the main purpose of this position is to underwrite to the guidelines established in the Surety Underwriting Manual.

Key Accountabilities & Responsibilities

  • Underwrite to the guidelines established in the Surety Underwriting Manual.
  • Ensure that all files are fully documented in TABS to ensure successful internal and external audits.
  • Ensure there is a Terms & Conditions Letter on file in TABS for every contractor that we bond.
  • Ensure all other documentation and credit and trade reference checks are recorded in TABS.
  • Ensure all security is centralized in a safe place and that all security is reviewed before registration under PPSA.
  • Establish strong relationships with key supporting Surety Brokers.
  • Perform other duties as assigned.
  • Willingness to travel as some travel may be required.

Education & Experience

  • 1-2 years of experience in surety underwriting or related field
  • Bachelor’s degree with a business discipline specialization in finance, accounting or economics is required
  • CPA designation or pursuing a CPA designation is an asset
  • Must be able to work independently and in a team environment
  • Experience with Microsoft Suite, including Excel and Outlook
  • Ability to be adaptable, flexible and meet tight deadlines
  • Strong communication (verbal and written) and interpersonal skills
  • Capability to prioritize tasks and requests from multiple people balancing changing priorities
  • Able to perform in a detail oriented environment with strong analytical and organizational skills
  • Must be able to work independently and in a team environment
  • A high level of self-motivation and initiative, along with the desire to continually improve
  • Demonstrates the values of our business – teamwork, integrity, speed, innovation

How to Apply

Interested and qualified candidates should email their resume to We thank all applicants for their interest; however only those selected for an interview will be contacted. Echelon Insurance is committed to providing accommodation throughout the interview and employment process.  Should you require any accommodation please let Human Resources know so that we can accommodate your individual accessibility needs.

Job Categories: Surety. Job Types: Full-Time. Job Tags: accounting, economics, finance, and surety.

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