Administration Agent

Beneva • Quebec, QC

3d • Hybrid

About The Position

As an administration agent - group savings, you will analyze and process transactions in loans or investment vehicles such as: guaranteed investment certificates, SSQ Segregated Funds and annuities for investors, brokers, representatives, pension fund managers and investment managers. You will also process investment transactions on an individual or collective basis depending on the type of product: TFSA, RRSP, PRI, INV, RRIF, LIF.

Requirements

• College diploma in a field relevant to the position.
• Good knowledge of spoken and written French.
• Advanced mastery of English, both spoken and written, due to the nature of the tasks, work tools, or interactions with English-speaking colleagues, partners, clients, or suppliers, or to meet the company's growth objectives (bilingualism). Selected candidates will have to undergo an English test.

Responsibilities

• Perform work related to the analysis and processing of loan or investment transactions requested by the client.
• Apply the administrative procedures necessary to minimize risks.
• Apply the tax rules related to the processing of loan, investment, redemption, transfer transactions, etc.
• Provide or request information by phone, interview or correspondence regarding loan or investment transactions to advisors or clients from within or outside the Company.
• Conduct the necessary research to follow up on information requested by phone, interview or correspondence.
• Meet with various people from the Company to obtain the necessary information related to the activities of the department.
• Operate a microcomputer to receive and transmit information to management systems.
• Participate in collective work organized by management.

What This Job Offers

• Career Level: Mid Level
• Education Level: Associate degree