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About the Role
As an Administrator, Settlements Team, you will play a key role in our clients’ transactions within the group savings and retirement sector, ensuring they feel confident and secure about their future. This position offers an excellent opportunity to showcase your skills and leverage your potential within a caring and trustworthy organization that prioritizes people and their development, fostering collaboration and innovation.
Responsibilities
- Analyze and carry out various transactions required for plan administration
- Receive and process client requests received by email
- Review and verify colleagues’ non-financial transactions
- Prepare various reports and tax slips for clients and regulatory authorities
- Contribute to continuous improvement by proposing solutions using Lean tools
- Participate in the DMS (Daily Management System)
Requirements
- Strong communication skills
- Demonstrated ability to learn quickly
- Good ability to manage stress in an evolving environment
- Positive attitude and strong team spirit
- Rigor, accuracy, and customer service orientation
- Good knowledge of the Microsoft Office Suite
- Intermediate level of English proficiency for analyzing documentation, reading/writing notes, reports, and emails, and communicating with unilingual English-speaking clients and partners
Skills
- Communication skills
- Quick learning
- Stress management
- Team spirit
- Rigor
- Accuracy
- Customer service orientation
- Microsoft Office Suite
- English proficiency
Location
- Quebec / 1080, Grande Allee West
- Montreal / 1981 McGill College Avenue
- Toronto / 26 Wellington Street East
Work Type
- Hybrid environment
Salary/Compensations
- $47,544 - $54,000 CAD per year
Benefits
- Comprehensive benefits
About the Company
- iA Financial Group is the strength of a company with a human side, with over 8,000 employees.
- Trusted by over four million clients and 25,000 advisors for insurance, savings, and wealth management.
- A key player in the financial services industry in Canada and the United States with over $200 billion in assets and half a billion invested in technological innovation.
- Believes in supporting employees and surrounding itself with reputable leaders to continue innovating.
- Invested in its employees, one person at a time.
Equal Opportunity
- At iA Financial Group, we support and celebrate diversity.
- We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.
- If you need help or assistance to make the recruitment process more accessible, please Contact us here. Someone from our team will be happy to assist you with your needs.