Special Events Coordinator managing fundraising events to support Anthony Nolan’s mission. Collaborating across departments to elevate supporter engagement and enhance fundraising goals.
IA
Hybrid Administrator – Life Events
Posted 7 hours ago
About the role
- Administrator, Life Events analyzing and processing requests related to Group Savings and Retirement plans. Join iA Financial Group in a stimulating work environment.
Responsibilities
- Review death notifications and related documents for completeness and accuracy
- Analyse member accounts to determine beneficiary entitlements and applicable tax policies
- Analyse separation agreements and other legal documents and apply applicable legislation to process payments of pension divisions
- Apply applicable legislation and perform calculations related to the set up and ongoing payments of deaccumulation plans
- Analyse member plans to determine payments in cases of bankruptcy or seizure claims on accounts and apply applicable legislation
- Communicate with members/clients to request missing documentation or information
- Collaborate with internal teams (customer service, compliance or legal) in complex situations
- Process payments in multiple systems with accuracy whilst respecting the service levels of the team
- Issue tax slips in accordance with applicable legislation
- Perform peer-review of transactions for accuracy
Requirements
- Demonstrates strong learning agility
- Has a good ability to manage stress in an evolving environment
- Shows a positive attitude and strong teamwork skills
- Is recognized for attention to detail, accuracy, and customer service orientation
- Holds a college diploma in financial services, administration, or any other equivalent combination of education and experience
- Has less than one year of relevant experience
- An intermediate level of English proficiency is required
Benefits
- flexible group insurance plans
- competitive retirement plan
- employee share purchase plan
- vacation and wellness days
- telemedicine
- employee and family assistance program
- ergonomic furniture program
- performance bonus
- discounts on iA products
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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