Adjustment Specialist

iA Financial Group•Toronto, ON

7d•CA$47,544 - CA$78,090•Hybrid

About The Position

As an Adjustments Specialist, you will play a key role in correcting and resolving financial and non-financial errors within client accounts while ensuring compliance with regulatory requirements and quality standards. This role is a great opportunity to showcase your skills and reach your full potential within a caring and trusted organization. Here, people and their development are at the heart of everything we do, creating an environment that fosters collaboration and innovation.

Requirements

1 to 2 years of experience in financial services, dealer administration, or customer service.
Advance level of English proficiency, as the role requires regular communication by email and phone with advisors, internal teams, and partners located outside Quebec.
Attention to detail and thorough approach to file processing.
Analytical and problem-solving skills.
High level of autonomy and sound judgment when managing priorities.
Strong communication skills and a collaborative mindset.

Responsibilities

Reviewing and processing Letters of Indemnity (LOI) requests related to the correction of financial and non-financial errors in client accounts.
Verifying the accuracy and completeness of requests, including signatures, required documentation, and compliance with established procedures.
Performing corrections within internal systems according to instructions and regulatory requirements.
Ensuring file quality by identifying missing or inconsistent information and completing the necessary follow-ups.
Collaborating with advisors, head office teams, and various internal partners to resolve files within established service timelines.