Administrator, Group Savings and Retirement

Communication & Sales
Details:
Toronto
Full-time
Customer Service
English
August 17, 2020
Updated on
September 28, 2020
Valid until

As the administrator, you would have the opportunity to analyze and process various transaction requests from our clients (members, plan sponsors, advisors, consultants)

Company Overview

iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network. Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term.

With operations across Canada and in the United States, iA Financial Group and its over 5,000 employees work hard every day to offer the best service to over four million clients.

Description

Are you looking to join one of the largest Insurance companies in Canada, and would like to gain lots of experience and be part of family-oriented culture? Do you thrive in a challenging and constantly changing work environment?

This could be the opportunity for you!

We are looking for an Administrator to join the Group Savings and Retirement Department. As the administrator, you would have the opportunity 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, RPPs and SPPs)

What You are going to do:

  • Processing transactions received from clients and using systems and tools in place
  • 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).
  • Analyzing simple requests and escalating theses to the specialist if needed
  • Preparing various reports and taxation slips for clients and authorities
  • Processing journal entries

What You Bring:

  • College degree in financial services or college degree in administration (any combination deemed equivalent of training or experience)
  • 1 year related experience
  • 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

Qualified candidates will be contacted. Thank you for your interest in iA Financial Group!

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