Student - Financial Coordinator

1 week ago

Vancouver, British Columbia, Canada iA Groupe financier iA Financial Group Full time

Sector:
Finance / Financial Coordinator / Student Job / At the office / Vancouver / Starting in May or earlier as a part-time_


The
Student - Financial Coordinator is responsible for organizing, processing and distributing all incoming departmental mail and reports in an accurate and timely manner.

Work must be completed within set deadlines to meet the Financial team, as well as other teams within the department, daily/monthly processing objectives and timelines.


The Coordinator is also responsible for processing non-complex premium payments adhering to the set rules and guidelines of premium processing, reconciling the processed batches of payments and updating all necessary logs.

They are also responsible for reviewing, verifying and sending out system generated letters to insureds. Must perform peer training.

KEY ACTIVITIES

Mail and Daily Report Distribution:25%**- Open, stamp, sort, investigate and distribute cheques regularly throughout the day

  • Review and distribute other daily mail and reports
  • Obtain and validate required signatures for all system generated and requested refund cheques and reports
  • Open and review returned mail and distribute to appropriate individual/Team

Premium Processing:15%**- Process high volume premiums received from individual insureds.

  • Analyze premium rates/provincial breakdown and manage noncomplex premiums for Non-Billed, Billed and Broker Payment On Accounts. Process and reconcile payments processed on the CLASS Administration System
  • Update the Excel worksheet of all posted and reconciled premium batches
  • Update noncomplex client credit card record on the CLASS Admin System

File/Record Management
:40%

  • Preparing all team documents for imaging by reviewing and confirming document coding and creating applicable bar coded index sheets
  • Prepare to send files/documents to offiste storaage facility by coding document information onto the Iron Mountain online system and creating index sheets
  • Searching for and retrieving files from Iron Mountain when requested

Monthly/Quarterly/Annual Report and Cheque Management:10%**- Review, verify and mail System generated credit card expiry letters for individual insureds

  • Review, distribute and file monthly/quarterly and annual system generated reports
  • Obtain and validate required signatures for all system generated and requested cheques and reports
  • Review and distribute Monthly Broker Commission Statements, Statement of Charges and Cheques

Miscellaneous Tasks/Projects:10%**- Order and maintain department supplies and forms

  • Assist department members with miscellaneous copier, printer and imaging issues
  • Provide peer training
  • Other miscellaneous projects as assigned

EDUCATION & EXPERIENCE

  • High school graduate supplemented by Postsecondary education;
  • Willingness to take LOMA 280 and 290;
  • Ability to work independently with mínimal supervision and under pressure;
  • Fast and highly accurate data entry skills;
  • Ability to research/investigate;
  • Selfmotivating;
  • Basic/Intermediate Word/Excel skills;
  • Strong team player;
  • Ability to organize and prioritize various tasks to meet challenging deadlines, priorities and requirements;
  • Has a good understanding of how the team integrates with other teams in the department;
  • Good Customer Service Skills, and ability to work with a diverse group of people;
  • Available fulltime, 35hrs per week, at the office.

Company Overview:

About:

iA Financial Group is the strength of a company with a human side, with its over 8,000 employees.

Together, we have earned the trust of our more than four million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.


With over $200 billion in assets and half a billion invested in technological innovation, we're a key player in the financial services industry in Canada and the United States.

The secret to our success? Investing in you, one person at a time.

Because, for over 125 years, we have believed that it's by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we're invested in you.

Our commitment to Diversity and Inclusion:
At iA Financial Group, we support and celebrate diversity.

We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.


Please note that if you need help or assistance to make the recruitment process more accessible for you, please contact us here.

Someone from our team will be happy to assist you.

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