Administrator, Settlements

iA Financial Group • Montreal, QC

1d • Hybrid

About The Position

Build the future with us Are you passionate about the group savings and retirement sector and eager to contribute to the purpose of a company dedicated to ensuring its clients feel confident and secure about their future? As an Administrator, Settlements, you will play a key role in managing our clients’ transactions. This position represents an excellent opportunity to showcase your skills and fully leverage your potential within a caring and trustworthy organization. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

Requirements

• Strong communication skills
• High capacity for learning
• Ability to manage stress effectively in an evolving environment
• Positive attitude and strong team spirit
• Rigor, attention to detail, and a strong customer service orientation
• Good knowledge of the Microsoft Office suite
• Intermediate level of English, as the role involves analyzing documentation and complex files, reading and drafting notes, reports, and emails in English, and interacting daily with unilingual English-speaking clients and partners

Responsibilities

• Analyzing and processing various transactions required for plan administration
• Receiving and handling client requests submitted by email
• Reviewing non-financial transactions completed by colleagues
• Preparing various reports and tax slips for clients and regulatory authorities
• Contributing to continuous improvement by proposing solutions using Lean tools
• Participating in the Daily Management System (DMS)

Benefits

• Telemedicine
• Employee and family assistance program
• Discounts on iA products

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed