Insured Annuities Processing Technician
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Process insured annuities accurately with Excel, reconciliations, and administrative expertise in iA Financial Group's hybrid environment. Support plan members daily.
As an Insured Annuities Technician, you will provide administrative support for plan members within iA Financial Group. Your work includes transaction processing, file follow-ups, document analysis, and payable benefit calculations. You will also interpret contracts and pension regulations while supporting annual administration tasks.
Key Responsibilities:
- Enter transactions into financial and administrative systems
- Perform reconciliations between various systems
- Follow up on annuitant files and requests
- Calculate overpayments using Microsoft Excel
- Process files involving deceased plan members
Requirements:
- College diploma or equivalent related credential
- Two to three years of relevant experience
- Thorough, accurate, and detail-oriented work style
- Strong mathematical and analytical skills
- Good command of Microsoft Office, particularly Excel
Bring accurate processing, analytical judgment, and Excel skills to iA Financial Group's insured annuities administration team.
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