Business Accounting Coordinator in Moncton, New Brunswick

R&R Solution is recruiting on behalf of a valued client seeking a Business Accounting Coordinator to join a busy and professional office environment in Moncton. Our client is a highly accredited wealth management firm with a focused and skilled team of Advisors this role will support daily. This role is ideal for a detail-oriented, highly organized, and client-focused individual who thrives in a fast-paced setting and enjoys supporting both accounting and administrative functions.

Key Responsibilities

Client Relations & Communication

· Serve as a primary point of contact for clients, providing professional and timely communication

· Build and maintain strong client relationships through consistent follow-up and support

· Respond to inquiries and ensure a high level of client satisfaction

Accounting & Documentation

· Prepare and organize accounting documents, reports, and supporting files

· Assist with data entry, record keeping, and maintaining accurate financial information

· Ensure documentation is complete, accurate, and compliant with internal standards

File & Process Management

· Process and manage client files efficiently and accurately, included review of financial doucements and client files

· Maintain organized digital and physical filing systems, book meetings for multiple Advisors

· Monitor deadlines and ensure timely completion of tasks

Client Intake Support

· Assist with onboarding new clients, including gathering required documentation

· Ensure all intake processes are completed accurately and efficiently

· Coordinate with internal teams to support a smooth client experience

Qualifications & Skills

· Strong professional communication skills (written and verbal)

· Highly detail oriented with strong organizational abilities

· Experience in a professional financial services office 3+ years

· Experience working in a busy, fast-paced office environment

· Ability to manage multiple priorities and meet deadlines

· Proficiency with office software (Microsoft Office; accounting software is an asset)

· Strong problem-solving skills and a proactive approach

Language Requirement > Bilingual (English & French) is preferred

What We’re Looking For

- A dependable and motivated professional who takes pride in their work

- Someone who values structure, accuracy, and client service excellence

- A team player who can also work independently with minimal supervision

- Proven ability to work effectively in a professional services office

- Knowledge on accouting, Insurance, mutal funds (ability to take continued education)

- Must be living in Moncton, NB

- Canadian citizen or PR required

Why This Opportunity

This role offers the opportunity to join a professional, collaborative team where your contributions directly support client success and business operations. It is well suited for someone looking to grow within an administrative and accounting-focused role. Highly competitive salary and benefit package.

How to Apply

We are READY to hire immediately!!

Apply by Wednesday, May 27

Examples of certifications

• LLQP (Life License Qualification Program)
• Life Insurance License
• Mutual Funds License
• IFIC (Investment Funds in Canada)
• CIFC (Canadian Investment Funds Course)
• CSC (Canadian Securities Course)
• CIRO Registration
• CFP (Certified Financial Planner)
• QAFP (Qualified Associate Financial Planner)
• CLU (Chartered Life Underwriter)
• CHS (Certified Health Insurance Specialist)

Pay: $46,500.00-$58,000.00 per year

Benefits:

• Company events
• Dental care
• Disability insurance
• Employee assistance program
• Extended health care
• Life insurance
• On-site parking
• Paid time off
• Tuition reimbursement
• Vision care

Experience:

• Client services: 3 years (required)

Work Location: In person