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About the Role
As a Student - Branch Coordinator, you will play a key role in supporting client service excellence while developing valuable skills in operations, administration, and process improvement. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company.
Responsibilities
- Process and organize confidential client documentation related to non-financial account updates and account redemptions while ensuring accuracy and compliance
- Analyze and resolve complex situations using sound judgment and escalation channels when required
- Communicate effectively with clients and team members through various channels, including telephone, email, and collaboration platforms
- Support advisors and associates on projects by leveraging tools such as Microsoft Teams and SharePoint
- Maintain client databases and generate Assets Under Administration (AUA) reports using Microsoft Excel while ensuring data integrity and accessibility
- Contribute to operational efficiency by leveraging Robotic Process Automation (RPA) tools and macros to automate repetitive tasks
- Provide informed support by maintaining knowledge of financial products, including RRSPs, TFSAs, mutual funds, and GICs
- Participate in continuous improvement initiatives by documenting processes, identifying optimization opportunities, and supporting the onboarding and training of new team members
Requirements
- Currently enrolled in an undergraduate or graduate program in business, finance, accounting, or a related field
- Recognized for time management skills, with the ability to manage multiple priorities simultaneously
- Excellent verbal and written communication skills
- Strong organizational skills
- Strong analytical and problem-solving abilities
- Familiar with SharePoint and collaborative work environments
- Interested in developing knowledge of the financial services industry and may consider pursuing the Canadian Securities Course (CSC)
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook, Teams)
- Advanced level of French proficiency is required
- Advanced level of English proficiency is required
Skills
- Microsoft Teams
- SharePoint
- Microsoft Excel
- Robotic Process Automation (RPA)
- Microsoft Office Suite
- Excel
- Word
- Outlook
- Teams
Location
- Quebec / 1080, Grande Allee West
- Montreal / 1981 McGill College Avenue
- Toronto / 26 Wellington Street East
Work Type
- Student or internship position
- Full time
- Hybrid environment
Experience Level
- Student
Education Level
- Undergraduate program
- Graduate program
Salary/Compensations
- $23.50 to $28.75 CAD per hour
Benefits
- Access to internal training
- Mentoring
- Involvement in real projects
- Flexible schedules adapted to studies
- Rewarding experience for your professional journey
About the Company
- iA Financial Group is the strength of a company with a human side, with its over 8,000 employees.
- Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.
- With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States.
- The secret to our success? Investing in you, one person at a time.
- For over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
- At iA, we’re invested in you.
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.
- Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.
- To optimize and support our recruitment process, iA Financial Group may use certain technological tools, including artificial intelligence. These tools support the work of our recruiters but do not replace their judgment. All hiring decisions continue to be made by authorized individuals within the organization. For more information, please refer to our Privacy Notice.