Toronto A career as a Portfolio Associate, Modelled Accounts at National Bank Independent Network means acting as a key operational expert supporting modelled investment portfolios. This role allows ...
Toronto A career as a Portfolio Associate, Modelled Accounts at National Bank Independent Network means acting as a key operational expert supporting modelled investment portfolios. This role allows ...
Account Associate, Commercial Insurance
Kanata, ON · On-site
$50K - $65K/yr
The position will allow you to gain exposure in commercial risks for small to medium size accounts ... This position offers a dynamic and fast-paced work environment where the Account Associate will be ...
Account Associate, Commercial Insurance
Kanata, ON · On-site
$50K - $65K/yr
The position will allow you to gain exposure in commercial risks for small to medium size accounts ... This position offers a dynamic and fast-paced work environment where the Account Associate will be ...
Account Associate, Commercial Insurance
Vaughan, ON · On-site
CA$50K - CA$65K/yr
The position will allow you to gain exposure in commercial risks for small to medium size accounts ... This position offers a dynamic and fast-paced work environment where the Account Associate will be ...
Quick apply
Account Associate, Commercial Insurance
Vaughan, ON · On-site
CA$50K - CA$65K/yr
The position will allow you to gain exposure in commercial risks for small to medium size accounts ... This position offers a dynamic and fast-paced work environment where the Account Associate will be ...
Account Associate, Commercial Insurance
$50K - $65K/yr
The position will allow you to gain exposure in commercial risks for small to medium size accounts ... This position offers a dynamic and fast-paced work environment where the Account Associate will be ...
Account Associate, Commercial Insurance
$50K - $65K/yr
The position will allow you to gain exposure in commercial risks for small to medium size accounts ... This position offers a dynamic and fast-paced work environment where the Account Associate will be ...
Commercial Lines Account Associate
CA$51K - CA$55K/yr
... Account Associate to effectively support the busy account workflow for our Mid-Market Practice ... Monitoring client accounts receivable statements, and collecting outstanding premium owing ...
Commercial Lines Account Associate
CA$51K - CA$55K/yr
... Account Associate to effectively support the busy account workflow for our Mid-Market Practice ... Monitoring client accounts receivable statements, and collecting outstanding premium owing ...
Account Executive, Commercial Insurance
$80K - $120K/yr
... on accounts that are primarily overseen by Anthony Ciccolini and/or Tom Kerschbaumer Account Executive (AE) * Work in close collaboration with Principals and Account Associates (Account Associate ...
Account Executive, Commercial Insurance
$80K - $120K/yr
... on accounts that are primarily overseen by Anthony Ciccolini and/or Tom Kerschbaumer Account Executive (AE) * Work in close collaboration with Principals and Account Associates (Account Associate ...
Account Executive, Commercial Insurance
Vaughan, ON · On-site
CA$80K - CA$120K/yr
... on accounts that are primarily overseen by Anthony Ciccolini and/or Tom Kerschbaumer Account Executive (AE) * Work in close collaboration with Principals and Account Associates (Account Associate ...
Quick apply
Account Executive, Commercial Insurance
Vaughan, ON · On-site
CA$80K - CA$120K/yr
... on accounts that are primarily overseen by Anthony Ciccolini and/or Tom Kerschbaumer Account Executive (AE) * Work in close collaboration with Principals and Account Associates (Account Associate ...
Associate Account Manager
Vaughan, ON · On-site
CA$56K - CA$65K/yr
The Associate Account Manager will liaise with portfolio managers in reviewing and managing the ... They will follow a detailed analysis for existing high-risk accounts to ensure continuity of ...
Associate Account Manager
Vaughan, ON · On-site
CA$56K - CA$65K/yr
The Associate Account Manager will liaise with portfolio managers in reviewing and managing the ... They will follow a detailed analysis for existing high-risk accounts to ensure continuity of ...
Pro Account Sales Associates (PASAs) are primarily responsible for building relationships and ... Maintains an organized, up-to-date system for profiling and tracking top accounts as well as for ...
Pro Account Sales Associates (PASAs) are primarily responsible for building relationships and ... Maintains an organized, up-to-date system for profiling and tracking top accounts as well as for ...
Pro Account Sales Associates (PASAs) are primarily responsible for building relationships and ... Maintains an organized, up-to-date system for profiling and tracking top accounts as well as for ...
Pro Account Sales Associates (PASAs) are primarily responsible for building relationships and ... Maintains an organized, up-to-date system for profiling and tracking top accounts as well as for ...
Westlake offers you the potential to enrich your work life and career experience in an entrepreneurial environment. We work together to enhance peoples' lives through our products and presence in the ...
Westlake offers you the potential to enrich your work life and career experience in an entrepreneurial environment. We work together to enhance peoples' lives through our products and presence in the ...
Pro Account Sales Associates (PASAs) are primarily responsible for building relationships and ... Maintains an organized, up-to-date system for profiling and tracking top accounts as well as for ...
Pro Account Sales Associates (PASAs) are primarily responsible for building relationships and ... Maintains an organized, up-to-date system for profiling and tracking top accounts as well as for ...
Pro Account Sales Associates (PASAs) are primarily responsible for building relationships and ... Maintains an organized, up-to-date system for profiling and tracking top accounts as well as for ...
Pro Account Sales Associates (PASAs) are primarily responsible for building relationships and ... Maintains an organized, up-to-date system for profiling and tracking top accounts as well as for ...
Associate Account Executive
Vaughan, ON · On-site
The Associate Account Executive role is designed for ambitious, driven individuals who want to ... accounts as opportunities are assigned, preparing to develop and manage a book of business as part ...
Quick apply
Associate Account Executive
Vaughan, ON · On-site
The Associate Account Executive role is designed for ambitious, driven individuals who want to ... accounts as opportunities are assigned, preparing to develop and manage a book of business as part ...
The Role The Accounts Payable (AP) Associate for Vendor Reconciliations is responsible for the accurate reconciliation of vendor statements, the resolution of financial discrepancies, and ensuring ...
The Role The Accounts Payable (AP) Associate for Vendor Reconciliations is responsible for the accurate reconciliation of vendor statements, the resolution of financial discrepancies, and ensuring ...
Commercial Lines Account Associate, SME
Markham, ON · On-site
CA$48K - CA$57K/yr
... Account Associate to support our Programs Practice. This is a great opportunity to work with an ... Your focus will be on the retention of these accounts and their growth. We are looking for someone ...
Commercial Lines Account Associate, SME
Markham, ON · On-site
CA$48K - CA$57K/yr
... Account Associate to support our Programs Practice. This is a great opportunity to work with an ... Your focus will be on the retention of these accounts and their growth. We are looking for someone ...
... key accounts with multiple events throughout the year. The Associate Account Director, B2B will manage the day-to-day internal team and client relationships, oversee the creative development ...
... key accounts with multiple events throughout the year. The Associate Account Director, B2B will manage the day-to-day internal team and client relationships, oversee the creative development ...
At CCG, we are committed to delivering an exceptional Associate experience. We offer: * Work-life harmony with access to an award-winning holistic wellness program, * Continuous learning through our ...
At CCG, we are committed to delivering an exceptional Associate experience. We offer: * Work-life harmony with access to an award-winning holistic wellness program, * Continuous learning through our ...
This position supports the accounts payable function by processing vendor invoices, PO variances ... Associate discount * Health and Dental benefits * RRSP/DPSP * Performance bonuses * Learning ...
This position supports the accounts payable function by processing vendor invoices, PO variances ... Associate discount * Health and Dental benefits * RRSP/DPSP * Performance bonuses * Learning ...
Associate Account Executive
Toronto, ON · On-site
CA$40K - CA$50K/yr
Assistant Account Executive Position Overview The Associate Account Executive is responsible for supporting the Account Executive team by managing client relationships, assisting with project ...
Quick apply
Associate Account Executive
Toronto, ON · On-site
CA$40K - CA$50K/yr
Assistant Account Executive Position Overview The Associate Account Executive is responsible for supporting the Account Executive team by managing client relationships, assisting with project ...
Accounts Associate information
How does an accounts associate typically collaborate with other departments within a company?
What does an accounts associate do?
What is the lowest position in accounting?
What are the key skills and qualifications needed to thrive as an accounts associate?
Is an accounts associate an entry-level job?
What is the difference between Accounts Associate vs Accounts Clerk?
| Aspect | Accounts Associate | Accounts Clerk |
|---|---|---|
| Required Credentials | Typically an associate degree in accounting or finance | High school diploma or equivalent, some roles may prefer post-secondary coursework |
| Work Environment | Office setting, often in finance or accounting departments | Office environment, handling routine financial data entry and record keeping |
| Employer & Industry Usage | Common in corporate, retail, and financial services industries | Widely used in small to medium businesses, government agencies, and retail |
| Common Search & Comparison Intent | Yes | Yes |
While both roles involve handling financial data, Accounts Associates typically have more responsibilities, such as assisting with financial analysis and reporting, and often require a relevant degree. Accounts Clerks focus on data entry, record keeping, and basic transaction processing. The choice depends on experience level and specific job duties within the organization.
What is the work of an accounts associate?

Full-time
Medical, Retirement
This job post has expired today. Applications are no longer accepted.
Job description
A career as a Portfolio Associate, Modelled Accounts at National Bank Independent Network means acting as a key operational expert supporting modelled investment portfolios. This role allows you to have a direct impact on portfolio integrity, risk mitigation, and client experience through your expertise in portfolio administration, trade support, and investment operations.
You play a central role in ensuring that modelled account strategies are executed accurately and consistently, while supporting sponsor firms and internal partners in a highly regulated and fast-paced environment. You are at the intersection of data accuracy, operational excellence, and collaboration.
Your role
• Ensure the administration and operational integrity of modelled investment portfolios across multiple sponsor firms
• Coordinate and oversee portfolio rebalancing activities, including model updates, trade generation, and allocation validation
• Act as a primary point of contact for internal partners, trading desks, portfolio managers, and external sponsor firms on portfolio administration matters
• Manage reconciliation processes between portfolio management systems and the book of record to ensure accurate positions, pricing, performance, and reporting
• Investigate and process mandatory and voluntary corporate actions while ensuring accurate downstream reporting and risk mitigation
• Contribute to continuous improvement initiatives by identifying opportunities to optimize workflows, documentation, and operational processes
Your team
NBIN brings together specialists who work collaboratively and proactively to support investment programs while ensuring strong governance and operational rigor.
Within the Modelled Account Program department, you are part of a dedicated team supporting multiple sponsor firms and will report to the Manager, Modelled Account Program. The team stands out for its strong expertise in investment operations, its collaborative mindset, and its focus on precision and service quality.
The Bank values continuous development and internal mobility. Our personalized training programs, based on learning through action, allow you to master your role and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, and coaching and mentoring support are available to you at all times.
Requirements
• Bachelor’s degree, combined with at least five years of relevant experience in wealth management, portfolio administration, or investment operations
• Experience working with portfolio management, portfolio accounting, custody, and/or client reporting systems
• Experience supporting trade processing, reconciliation, corporate actions, and fee administration in an investment operations environment
• Ability to collaborate effectively with internal and external partners
• Strong proficiency with Microsoft Office tools, specifically Excel
The current work schedule is hybrid in nature (four in office days). Full-time office presence is required during training. You may also be required to work from the office on a full-time basis, as business needs evolve.
Press space or enter keys to toggle section visibility