Student - Branch Assistant

3 days ago

Toronto, Canada iA Groupe financier iA Financial Group Full time

Business line: Investia/ Toronto/ Student/ Starting date: May 6th / possibility of continuity_

We are looking for a Branch Assistant student to join our team in Toronto.

The Branch Assistant manages a critical compliance and control function within the Branch as well as administrative and client service support to Branch advisors and their clients.

**Key accountabilities include**:

- Ensuring accounts are accurately documented and compliant with regulatory requirements;
- Maintaining client files and information;
- Following up with clients on missing documentation required as per the industry regulatory requirement;
- Escalating issues to Manager when appropriate;
- Reviewing processes to improve administrative efficiencies;
- Proactively establishing, developing and maintaining strong client relationships through providing timely service;
- Proactively reaching out to clients who are new to the branch;
- Ensure clients information is accurate and up to date;
- Participating in special projects, as assigned by the manager of the National Branch;
- Participating actively in team learning development activities and team performance achievements;
- Building effective working relationships across the team;
- Maintaining a high level of customer service;
- Facilitating a culture of open and honest communication;
- Actively participating and contributing to touch bases and team meetings;
- Encouraging the generation of new ideas and approaches;
- Actively share knowledge and experience to enhance the development of all team members.

**Qualifications**
- Must be currently enrolled in a post secondary co-op program in Commerce, Business Administration or Finance, to be considered
- Time management skills and the ability to manage multiple competing priorities
- Excellent oral and written communication skills
- Knowledge of Microsoft Office *excel
- Bilingual [French] will be considered as an asset.

**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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