
Associate, Insurance Investment Accounting
The position involves providing and maintaining securities accounting and reporting for institutional insurance clients, as well as private wealth accounts, on a STAT/GAAP basis, with the ability to operate within a deadline driven environment and deliver exceptional client service. Maintain and review client investment activity. Reconcile invested assets and cash activity with custodian banks. Prepare, analyze, and deliver monthly reporting within established client deadlines. Preparation of quarterly and annual Schedule D regulatory reports and corresponding footnote disclosures and interrogatories. Monitor and reconcile internal systems. Provide technical support and advice on accounting records, policies and procedures. Identify and help develop enhancements to the accounting and systems workflow. Third party data gathering and file creation.
Minimum 3-6 years investment Accounting experience
Strong Knowledge of securities investments
Knowledge of back office operations
Experience with CAMRA, PAM or other insurance accounting systems
Time Management
vlookups
Pivot tables
Microsoft Reporting Services
Macros
Reporting skills
Results Oriented
Verbal communication
Prioritizing skills
written communication
Detail Oriented and Organized
According to JobzMall, the average salary range for a Associate, Insurance Investment Accounting in 175 Addison Rd, Windsor, CT 06095, USA is $60,000 to $80,000 per year. This range can vary based on the company, the individual's experience and qualifications, and the current job market.
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Sun Life Financial, Inc. is a diversified financial services company. It provides savings, retirement and pension products, and life and health insurance to individuals and groups through its operations in Canada, the United States, the United Kingdom and Asia. The company operates its business through five segments: Sun Life Financial Canada, Sun Life Financial United States, MFS Investment Management, Inc., Sun Life Financial Asia and Corporate Support.

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