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Added 1 hour ago
BA
Associate, Investor Relations and FP&A
Brookfield Asset Management
Toronto, ON · Brookfield Place
- Full-time
The Associate will focus on supporting Brookfield Corporation’s Investor Relations (IR) and Financial Planning & Analysis (FP&A) functions, contributing to the execution of the company’s IR…
Added 2 hours ago
EF
Senior Client Service and Planning Associate
Entrust Financial Services
Winnipeg, MB
- Full-time
…donor-advised funds and other giving structures. We also manage investments for charities, foundations, and endowments. Insurance complements our broader planning…
Added 2 hours ago
T
Customer Experience Associate
TD
Toronto, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 2 hours ago
B
Associate, Investor Relations and FP&A
Brookfield
Toronto, ON
- Full-time
The Associate will focus on supporting Brookfield Corporation’s Investor Relations (IR) and Financial Planning & Analysis (FP&A) functions, contributing to the execution of the company’s IR…
Added 4 hours ago
MA
Health & Benefits COE Associate
Marsh Agency
Montreal, QC
- Full-time
Marsh Canada’s Health & Benefits Center of Excellence (COE) is seeking a Health & Benefits COE Associate to join our onshore team.
Added 4 hours ago
MA
Compensation Consultant (Senior Associate)
Marsh Agency
Montreal, QC
- Full-time
This position will be based in Montreal and will follow a hybrid work model, with a requirement to work in the office at least three days per week · All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 4 hours ago
MA
Actuarial Specialist (Associate) – Retirement & Health Benefits
Marsh Agency
Montreal, QC
- Full-time
All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 6 hours ago
MA
Oliver Wyman - Sr. Analyst, Associate Team Lead; Team Lead; Director-Data and Analytics (DNA) - Toronto
Marsh Agency
Toronto, ON
- Full-time
Associate Team Leaders and Team Leaders would typically work on one project at a time. A Director would typically work on two smaller assignments or one large, more complex one
Added 6 hours ago
MA
Executive Rewards Senior Associate & Project Manager
Marsh Agency
Toronto, ON
- Full-time
All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 6 hours ago
MA
Compensation Consulting Associate
Marsh Agency
Calgary, AB
- Full-time
All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 9 hours ago
SS
Investor Services - Client Services, Senior Associate
State Street
Toronto, ON
- Full-time
…centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and…
Added 10 hours ago
PQ
Private Client Associate
Prime Quadrant
Toronto, ON
- Full-time
We are seeking a driven person to join our growing team as a Private Client Associate. In this role, the successful candidate will provide a wide range of supporting functions to a Senior…
Added 11 hours ago
IF
Sales Associate, Investments individual Savings and Retirement (Vancouver)
iA Financial Group
Vancouver, BC
- Full-time
As a Sales Associate, you will play a key role in promoting iA’s investment products - including segregated funds, HISA and GICs - as well as our services to independent financial advisors…
Added 12 hours ago
SD
Director, Central Assist Operations
Shoppers Drug Mart
Mississauga, ON
- $128,000 to $176,000 CAD / year
- Full-time
Added 16 hours ago
T
Personal Banking Associate - King George, Longueuil (Part-time, 18.75h/week)
TD
Longueuil, QC
- Part-time
Added 1 day ago
KD
Associate Brand Manager
Keurig Dr Pepper Canada
Mississauga, ON
- $78,300 to $95,000 CAD / year
- Full-time
Keurig Dr Pepper (KDP) is seeking a dynamic and results-driven Associate Brand Manager to join the Dr Pepper, Crush, and Schweppes brand team in Canada. The successful candidate will be…
Added 1 day ago
T
Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset
TD
Vancouver, BC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 1 day ago
T
Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset
TD
Richmond, BC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 1 day ago
T
Personal Banking Associate Trainee - Mandarin or Cantonese Language Skills an Asset
TD
White Rock, BC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 1 day ago
T
Personal Banking Associate Trainee - Korean Language Skills an Asset
TD
Surrey, BC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 1 day ago
T
Personal Banking Associate (Full time)- Blainville, Seigneurie
TD
Blainville, QC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 1 day ago
KD
Associate Brand Manager
Keurig Dr Pepper
Mississauga, ON
- $78,300 to $95,000 CAD / year
- Full-time
Keurig Dr Pepper (KDP) is seeking a dynamic and results-driven Associate Brand Manager to join the Dr Pepper, Crush, and Schweppes brand team in Canada. The successful candidate will be…
Added 1 day ago
AG
Distribution Engineer / Senior Engineer
ATCO Group
AB · Grande Prairie, AB
- Full-time
Build schedules for projects and identify changes to projects and associate risks with those changes. Mitigate risks where possible.
Added 1 day ago
T
Personal Banking Associate Trainee
TD
Victoria, BC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 1 day ago
C
Associate Financial Advisor
CIBC
Whitehorse, YT
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit

Marsh McLennan

Associate I - Account Management - Captives

Halifax, NS, Canada

Full-time

Apply on mmc.wd1.myworkdayjobs.com About employer

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Job details

Job type: Full-time
Posting language: English
Posted: Nov 10, 2026

Original job description

Company:

Marsh

Description:

Responsible for a portfolio of clients and managing the day to day activities of those captive insurance companies. Prepare financial statements in an accurate and timely manner, including supplemental financial information required by the client. Ability to manage complex clients in full cycle life accounting. Familiar with international clients' unique rules and regulations. Reconciles cash and investment accounts. Prepares bank deposits and cash disbursements. Assists clients in the full day to day activities and requests independently and pro-actively. Plans and completes the annual audit for clients, which can include preparation of regulatory filings and GAAP financial statements. Knowledgeable or highly knowledgeable in GAAP and can speak to and guide clients in evaluating and implementing new principles. Ensures legal and regulatory compliance processes and procedures are followed for local accounting and financial reporting. Proactively has conversations with clients on any trending regulatory issues or changes. Maintains client files in accordance with regulations and best practices. Has clear communication and relationship building skills and can troubleshoot most client relationship scenarios. Monitors and documents team and client activities to prevent and detect problems. Corresponds with other service providers. Including reviewing, analyzing and discuss any reports provided by the service providers (eg. actuaries, auditors, claims handlers, etc) Coach, mentor and assist junior or new colleagues in their roles. Reviews junior colleague work before being sent to clients or other stakeholders. Participates in ongoing global projects such as developing best practices or new policy. Organizes, plans and leads board and committee meeting materials and be active participant in the annual board of directors' meeting and other client meetings. Performs other job-related duties as assigned. Complies with Marsh internal controls and any client specific internal controls. Helps establish and implement standardized financial activities and procedures to improve efficiency. Solid understanding of insurance, insurance policies and insurance accounting.

For U.S. colleagues only, click here to review additional responsibilities and our reasonable accommodations standards.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. In accordance with applicable legislation, Marsh will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact reasonableaccommodations@marsh.com.Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Apply on mmc.wd1.myworkdayjobs.com About employer

More about this job

Responsibilities

Manage a portfolio of captive insurance clients by overseeing day-to-day accounting activities and ensuring accurate financial reporting. Lead board meetings, coordinate annual audits, and provide expert guidance on regulatory compliance and GAAP principles.

Requirements

Requires a solid understanding of insurance policies, accounting principles, and regulatory frameworks. Candidates must possess strong communication skills to manage client relationships and mentor junior team members effectively.

Skills

Account Management
Financial Statements
GAAP
Regulatory Compliance
Insurance Accounting
Risk Management
Audit Preparation
Financial Reporting
Cash Reconciliation
Investment Accounting
Mentoring
Project Management
Regulatory Filings
Insurance Policies

Visa sponsorship

Not detected in the job text

Keywords

Captive Insurance
GAAP
Financial Statements
Regulatory Compliance
Audit
Account Management
Insurance Accounting
Risk Management
Reinsurance
Financial Reporting
Cash Management
Investment Accounts
Client Relations
Board Meetings
Internal Controls
Actuaries
Claims Handlers
Regulatory Filings
Management Consulting
Hybrid Work

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Work requirements

Jobs in Canada