Student - Plan Administrator at iA Financial Group, assisting in analyzing and processing client requests related to savings and retirement plans. You will work in a hybrid environment based in Montreal or Quebec City.
About the role
- Provide administrative support in National Group Disability organization as a Senior Disability Administrator at Manulife. Collaborate with internal and external customers, maintaining privacy and accuracy.
Responsibilities
- Processing Access Requests (file copy requests) by reviewing the request and the consent to identify correct information to send and authority to do so
- Reviewing access requests meticulously and redacting third party information to avoid privacy breach
- Handling emails in several group email inboxes
- Setting up disability claims and/or handling follow-ups for claims
- Handling Client and Control Reports
- Issuing payments for vendor invoices
- Data entry (from claim forms to claims payment system – Navigator)
- Emailing and/or printing and sending out correspondence to claimants, clients or other stakeholders ensuring that privacy protocols are followed
- Offsite file tracking/search/retrieval
- Handling of media files
- Assisting with new client onboarding – transfer of files
- New hire onboarding - Ordering IT equipment/access, coordinating with manager of new hire IT equipment ordering/support for existing employees
Requirements
- Bilingualism (English/French) is an asset
- Post-secondary education (college or university level) is required
- Excellent attention to detail and accuracy
- Strong PC skills with experience using Adobe, Microsoft Office Suite, especially Word and Excel
- Excellent organization, prioritization, and planning abilities
- Strong written and oral communication skills
- Thrives in a fast-paced environment
- Flexible, adaptable, and able to cope with high workload volumes and conflicting deadlines
- Fast learner who is analytical, proactive, and takes initiative
- Ability to probe, investigate and take ownership of discrepancies/issues and see through to resolution
- Tact and diplomacy
- Able to work independently as well as within a team
Benefits
- Health insurance
- Dental insurance
- Mental health benefits
- Vision insurance
- Short- and long-term disability coverage
- Life and AD&D insurance
- Adoption/surrogacy benefits
- Employee/family assistance plans
- Retirement savings plans (including pension)
- Global share ownership plan with employer matching contributions
- Financial education and counseling resources
- Paid time off including holidays, vacation, personal, and sick days
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