Financial Coordinator

1 week ago

Vancouver, Canada iA Groupe financier iA Financial Group Full time

Are you looking to jump-start your career and gain valuable office experience? We have an exciting opportunity for a Financial Coordinator to join our Special Market Solutions Team. You will be responsible for organizing, processing, and distributing large volumes of work accurately, and in a timely manner so that the team can meet their daily processing objectives.

**What will I Be Doing?**
- Process premiums and update Credit Card and EFT information for Individually Billed accounts.
- Verify correct premium rates/provincial breakdown and process premiums for Non-Billed and Broker Payment on Accounts
- Preparing all financial team documents for imaging by reviewing and confirming document coding and creating applicable bar-coded index sheets
- Send files to off site storage by entering document coding information onto the Iron Mountain online system and creating coded index sheets.
- Open, stamp, sort, investigate and distribute cheques regularly throughout the day.
- Responsible for all mail and fax correspondence including distributing, reviewing and following up
- Review, Distribute and File daily/monthly/quarterly and annual system generated and requested reports.
- Review, match and mail Monthly Broker Commission Statements, Statement of Charges and Cheques
- Create, update and maintain applicant files and send eligibility confirmation communication as required.
- Request and manage Attending Physician Statements as directed by Underwriting utilizing the paramedical company systems and communicate to client.

**What we are Looking For**:

- High School Diploma - business/accounting option preferred.
- Computer literacy (PC and mainframe) including MS Office Suite and 50+ wpm typing.
- Strong organizational skills: ability to multitask and prioritize.
- Excellent communication skills (written and verbal)
- Minimum of 1 to 2 years’ experience, preferably in an accounting related environment

**Compensation**:
**_ The_**_ typical hiring range for this position starts at $_** 37 552**_ _**_annually_**_; the base pay offered is based on location and may vary depending on skills, job-related knowledge, experience, and internal equity. All permanent employees of iA are also entitled to an annual bonus._**:
**_ At iA, we are committed to a fair, market-based and equitable compensation structure. Our market data is refreshed on an annual basis to reflect the most current market conditions_**:
**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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