Administrator, Group Savings and Retirement

iA Financial Group • Quebec, QC

9d • Hybrid

About The Position

As an Administrator, Group Savings and Retirement, you will play a key role in analyzing and processing transactions related to the lifecycle of group savings accounts (e.g., RRSPs, DPSPs, TFSAs, non-registered plans, RRIFs, LIFs, annuities, pension plans, and retirement savings plans), while ensuring compliance with applicable rules and legislation. This position offers an excellent opportunity to showcase your skills and fully realize your potential within a caring and trusted organization. At iA, people and their development are at the heart of everything we do, fostering an environment that encourages collaboration and innovation.

Requirements

• Holds a college diploma in Financial Services, Administration, or an equivalent combination of education and experience
• Has at least one year of experience in a similar or related role
• Is recognized for their attention to detail and accuracy
• Demonstrates strong organizational and prioritization skills
• Shows a high level of adaptability and learning agility
• Is known for delivering outstanding customer service and strong communication skills
• Has a beginner level of English proficiency, as the role involves responding to emails and communicating daily with English-speaking clients and colleagues
• Has good knowledge of the Microsoft Office Suite, particularly Excel

Nice To Haves

• knowledge of group savings products

Responsibilities

• Processing client transactions using internal systems, from account opening to closure, while ensuring compliance with plan rules and applicable legislation
• Communicating effectively with clients and internal business partners, both verbally and in writing
• Maintaining a high level of productivity, accuracy, and organization
• Meeting financial deadlines and compliance requirements
• Reviewing and validating non-financial transactions completed by colleagues
• Providing excellent customer service and ensuring proper follow-up
• Analyzing straightforward requests and escalating them to specialists when required
• Preparing reports and tax slips
• Processing accounting entries
• Receiving, organizing, and managing incoming paper mail, including cheques

Benefits

• A work environment where learning and development are combined with a shared pursuit of excellence
• A healthy, safe, equitable, and inclusive workplace where people are empowered to grow and thrive
• The opportunity to work in a hybrid environment supported by flexibility and access to inspiring and innovative workspaces

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree