Are you passionate about the group savings and retirement sector and eager to contribute to the purpose of a company dedicated to ensuring its clients feel confident and secure about their future? As an Administrator, Settlements, you will play a key role in managing our clients’ transactions.
This position represents an excellent opportunity to showcase your skills and fully leverage your potential within a caring and trustworthy organization. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.
As an Administrator, Settlements, you will be at the core of our mission. Your main responsibilities include:
Analyzing and processing various transactions required for plan administration;
Receiving and handling client requests submitted by email;
Reviewing non-financial transactions completed by colleagues;
Preparing various reports and tax slips for clients and regulatory authorities;
Contributing to continuous improvement by proposing solutions using Lean tools;
Participating in the Daily Management System (DMS).
We are looking for a candidate who:
Stands out for strong communication skills;
Demonstrates a high capacity for learning;
Has the ability to manage stress effectively in an evolving environment;
Shows a positive attitude and strong team spirit;
Is recognized for rigor, attention to detail, and a strong customer service orientation;
Has a good knowledge of the Microsoft Office suite;
Has an intermediate level of English, as the role involves analyzing documentation and complex files, reading and drafting notes, reports, and emails in English, and interacting daily with unilingual English-speaking clients and partners.
A work environment where learning and development align with a shared pursuit of excellence;
A healthy, safe, fair, and inclusive workplace where potential can truly thrive;
The opportunity to work in a hybrid environment supported by flexibility and access to inspiring and innovative workspaces;
Competitive benefits, including telemedicine, an employee and family assistance program, discounts on iA products, and more!
At iA, we believe in potential and value diverse experiences. If this role inspires you, take the leap and apply — your place may be with us, and we look forward to getting to know you!
iA Financial Group
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. 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.
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.