Account Manager

Marsh

Halifax, Canada
Hybrid (3 days in office)
Manage client portfolio
Prepare financial statements
Reconcile accounts
Marsh is seeking an Account Manager for their Halifax, Canada location, responsible for managing client portfolios, overseeing financial operations for captive insurance companies, and ensuring compliance with regulations. The role requires strong organizational and communication skills, with a preference for candidates holding a CPA designation or enrollment. This hybrid position requires at least three days in the office

Job Summary

  • This role is responsible for managing a portfolio of clients, overseeing the day‑to‑day operations of multiple captive insurance companies and other client entities.
  • Prepare accurate, timely financial statements, including all supplemental schedules and financial information required by each client.
  • We help you be your best through professional development opportunities, interesting work and supportive leaders.

Matching Summary

Match Score: 85

Marsh is seeking an Account Manager for their Halifax, Canada location, responsible for managing client portfolios, overseeing financial operations for captive insurance companies, and ensuring compliance with regulations. The role requires strong organizational and communication skills, with a preference for candidates holding a CPA designation or enrollment. This hybrid position requires at least three days in the office.

Skills & Requirements

Must-have

  • Manage client portfolio
  • Prepare financial statements
  • Reconcile accounts
  • Execute annual audits
  • Ensure regulatory compliance
  • Maintain client files
  • Prepare board meeting materials

Nice-to-have

  • Excel in fast-paced environment
  • Strong organizational skills
  • Exceptional attention to detail
  • Outstanding interpersonal skills
  • Proficiency in MS Office Suite

Key Requirements

  • CPA designation or enrollment preferred
  • Bachelor's degree in Accounting or Business
  • 1+ years of relevant experience
  • Hybrid work model (3 days in office)

Work Rights

Not specified

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