Administrator, Group Savings and Retirement

iA Financial Group • Quebec, QC

1d • Hybrid

About The Position

Build the future with us Are you passionate about administrative tasks and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? 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., RRSP, DPSP, TFSA, non-registered plans, RRIF, LIF, annuities, RPP and SPP), while ensuring compliance with applicable rules and regulations. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

Requirements

• Holds a college diploma in financial services or administration (or equivalent experience)
• Has at least one year of experience in a similar or related role
• Is recognized for their rigor and attention to detail
• Stands out for their organizational skills and ability to manage priorities
• Demonstrates strong learning and adaptability abilities
• Is known for their customer service mindset and communication skills
• Has a basic level of English, as the role involves responding to emails and communicating daily with unilingual English-speaking clients and colleagues
• Has good knowledge of the Microsoft Office suite, especially Excel

Nice To Haves

• group savings products

Responsibilities

• Process client transactions using the systems in place, from account opening to closure, ensuring compliance with plan rules and applicable laws
• Communicate effectively with clients and internal partners (both verbally and in writing)
• Maintain a high level of productivity, accuracy, and strong organizational skills
• Meet financial deadlines and compliance requirements
• Review non-financial transactions completed by colleagues
• Provide excellent customer service and ensure appropriate follow-ups
• Analyze simple requests and refer them to specialists when required
• Prepare reports and tax slips
• Process accounting entries
• Receive, sort, and manage physical mail (e.g., cheques)

Benefits

• A work environment where learning and development merge with a collective pursuit of excellence
• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed
• 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