Administrator

1 month ago


Toronto, Canada IA Financial Group Full time

Description



Are you known for your ability to stay organized and your sharp attention to detail? Do you have strong analytical skills and are really good at prioritizing? If so, this position might be a great fit for you.

In this role, you will be analyzing various transaction requests from our clients and internal partners. You will be responsible for varied transactions for the administration of plans, including setting up the account to its final termination.

Some of the tasks and responsibilities include: 

Processing transactions received from clients and using systems and tools in place.

Verbal and written communications with clients and internal partners

Maintaining a high level of productivity and accuracy

Respecting financial deadlines as well as compliance with policies, rules and legislations 

Verifying non-financial transactions of colleagues

Providing a high level of customer service (requests received and required follow ups).

Analyzing simple requests and escalating theses to the specialist if needed

Preparing various reports and taxation slips for clients and authorities

Processing journal entries

Participating in DMS (Daily Management System)

Identifying problems and proposing viable solutions to improvement ideas through the different LEAN tools

Contributing toward building and maintaining a positive environment where all team members can learn, share knowledge and collaborate.

Requirements:

College degree in financial services or college degree in administration (any combination deemed equivalent of training or experience)

Advanced Excel skills

Knowledge of the different group savings and retirement products and legislation is an asset 

Excellent command of French and English (oral and written) for interactions with internal French- and English- speaking clients or partners across Canada 

Ability to learn quickly 

Capability to work under pressure 

Positive attitude and team spirit 

This is a challenging and constantly changing work environment. This position is characterized by occasional periods of work requiring overtime.


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