Financial Administrator at iA Financial Group

2 days ago

Canada iA Financial Group Full-time
Drive administrative excellence at iA Financial Group as a Financial Administrator. Manage retirement and savings plans in a hybrid work model, ensuring compliance and customer satisfaction. In this temporary 12-month role, you will be responsible for processing various activities related to savings and retirement plans, including enrolments and contributions. Your analytical skills will be crucial in ensuring requests are compliant before processing, and you'll collaborate closely with the service team and plan administrators to maintain high-quality customer service.

Key Responsibilities
• Process enrolments, contributions, and withdrawals for plans
• Confirm completeness and compliance of requests received
• Analyze rejections from systems and determine actions
• Collaborate with advisors, consultants, and service teams
• Validate financial transactions and prepare reports

Requirements:
• Proven experience in administration and customer service
• Strong understanding of financial documents and compliance
• Ability to handle high-volume requests efficiently
• Intermediate English proficiency for document validation
• Excellent follow-up and collaboration skills Leverage your administrative skills and commitment to client service to excel in this impactful role at iA Financial Group. #J-18808-Ljbffr