Student - New Accounts Administrator
4 days ago
Sector: New Accounts / iA Private Wealth / Student Job / Full-time / Teleworking / Toronto / Starting: May_
Are you known for your thoroughness, your proactivity and your team spirit? Look no further, we have the job for you
The **Student - New Accounts Administrator** is responsible for processing all new accounts and/or updating client documentation for various account types and identifying account documentation through data entry in ISM.
**You could have the opportunity to perform all of these tasks**:
- Identifying different types of accounts and updating accordingly based on regulatory requirements;
- Timely processing of various account opening types;
- Act as main contact point for advisors and assistant and assist with inquiries and issue resolution;
- Provide assistance to IA’s and their assistants in terms of documentation requirements when processing rejections for incomplete documentation;
- Identifying and verifying Data through ISM;
- Preparing, indexing and scanning all client documentation into Imagerie;
- Ensure compliance regulations are adhered to;
- Processing of new accounts/updates on AEX-Onboarding electronic system.
**You are the one we are looking for if**:
- You are an Undergraduate;
- You have a good knowledge of Microsoft Word including merge functions;
- You have a good knowledge of Microsoft Excel and Outlook;
- You have excellent organizational and time management skills
- You are able to perform repetitive tasks on a daily basis, while being detail-oriented;
- You have the ability to efficiently handle multiple tasks and prioritize them;
- You have the ability to work under mínimal supervision with provided guidelines;
- You are available full-time between Monday and Friday.
**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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