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IA
Hybrid Administrator, Group Savings and Retirement – Advantage +
Posted 4 hours ago
About the role
- Administrator for Group Savings and Retirement at iA Financial Group processing client requests and providing high-quality customer service. Maintaining financial compliance and preparing reports for clients and authorities.
Responsibilities
- Process client requests using the established systems and tools
- Communicate verbally and in writing with our clients and partners, providing high-quality customer service (requests and follow-ups)
- Analyze straightforward requests and seek assistance from a specialist when required
- Meet financial deadlines and comply with applicable policies, rules, and regulations
- Prepare various reports and tax slips for clients and authorities, and perform accounting entries
- Perform peer-review nonfinancial transactions for accuracy
Requirements
- Attention to detail
- Good knowledge of the Office suite
- Strong communication skills
- Good adaptability
- Excellent team spirit
- Knowledge of group savings and retirement products
- Intermediate knowledge of English (analyzing complex files, reading and writing notes and documentation in English, communicating with unilingual English-speaking clients via email)
Benefits
- Flexible group insurance
- Competitive pension plan
- Employee share purchase plan
- Vacation and personal wellness days
- Telemedicine
- Employee and family assistance program
- Ergonomic furniture program
- Performance bonus
- Discounts on iA products
- Much more!
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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