Reporting to the Manager, the administrator has to analyze and process various transaction requests from our clients (members, plan sponsors, advisors, consultants) and internal partners. These requests are quite varied, and they are associated with all the events that occur during the existence of a group savings account (e.g. RRSPs, DPSPs, TFSAs, non-registered plans, RRIFs, LIFs, Annuities, RPPs and SPPs).
This position will be work-from-home.
The administrator is responsible for varied transactions for the administration of the plan including setting up the account to its final termination. The administration of the account must be kept compliant with plan provisions, eligibility and applicable federal and provincial legislation. This is a challenging and constantly changing work environment!
Under regular supervision, tasks and responsibilities include:
Processing transactions received from clients and using systems and tools in place
Written communications with clients and internal partners
Maintaining a high level of productivity and accuracy
Respecting financial deadlines as well as compliance with policies, rules and legislations
Verifying non-financial transactions of colleagues
Providing a high level of customer service (requests received and required follow ups).
Analysing simple requests and escalating theses to the specialist if needed
Participating in DMS (Daily Management System)
Identifying problems and sharing improvement ideas
Contributing toward building and maintaining a positive environment where all team members can learn, share knowledge and collaborate.
Requirements
Must be enrolled in a university or college program
Able to work at least 2 full days (7.5 hours each)
Less than 1 year experience
Advanced English skills (both verbal and written)
Advanced knowledge of working with PDF documents
Knowledge of the different group savings and retirement products and legislation (asset)
Ability to learn quickly
Capability to work under pressure
Positive attitude and team spirit
You found your "match" between personality and job by reading these lines? Apply now and start your career with iA Financial Group, in the comfort of your home!
Company Overview
About
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 50,000 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. Because, 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.
Our commitment to Diversity and Inclusion
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.
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