Sun Life Financial

Associate, Insurance Investment Accounting

Sun Life Financial

175 Addison Rd, Windsor, CT 06095, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

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.

Where is this job?
This job is located at 175 Addison Rd, Windsor, CT 06095, USA
Job Qualifications
  • 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

Required Skills
  • Time Management

  • vlookups

  • Pivot tables

  • Microsoft Reporting Services

  • Macros

  • Reporting skills

Soft Skills
  • Results Oriented

  • Verbal communication

  • Prioritizing skills

  • written communication

  • Detail Oriented and Organized

Compensation

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.

Additional Information
Sun Life Financial is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedApril 17th, 2021
Apply BeforeMay 22nd, 2025
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About Sun Life Financial

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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