iA Financial Group (Industrial Alliance)
iA Financial Group (Industrial Alliance)
5,001 – 10,000 कर्मचारी
बीमावित्त
iA Financial Group (Industrial Alliance) कनाडा और संयुक्त राज्य अमेरिका में ग्राहकों को सेवाएँ देने वाली एक प्रमुख कनाडाई बीमा और संपत्ति प्रबंधन संस्था है। 1892 में स्थापित और टोरंटो स्टॉक एक्सचेंज में सार्वजनिक रूप से सूचीबद्ध यह कंपनी ग्राहक-केंद्रित योजना और दीर्घकालिक वित्तीय आवश्यकताओं पर आधारित बीमा तथा व्यापक वित्तीय सेवाएँ प्रदान करती है। इसका कार्य वित्त और बीमा क्षेत्रों तक फैला हुआ है और उत्तर अमेरिकी बाजारों में कार्यरत एक बड़ी टीम द्वारा समर्थित है।

Savings and Retirement Plan Administrator - Quebec City (Hybrid)

Administer complex savings and retirement plan transactions for iA Financial Group. Review requests, reconcile plans, validate transactions, and support clients and advisors.

विवरण

  • Administer savings and retirement plans by handling enrolments, contributions, amendments, withdrawals, transfers, and terminations
  • Complete processing within service deadlines while meeting plan-specific and compliance requirements
  • Review requests for completeness and compliance before entering them into administrative systems
  • Contact clients to obtain missing or incomplete information
  • Investigate system-generated errors, including payroll-file rejections, and identify the appropriate next steps
  • Work closely with service teams, plan administrators, advisors, and consultants
  • Reconcile plan records while delivering consistently high-quality customer service
  • Verify financial transactions and process purchases, sales, and transfers
  • Produce financial and transaction-related reports
  • Rank requests according to client impact, financial consequences, and processing deadlines

आवश्यकताएँ

  • Background in administrative work
  • Experience serving customers or processing claims
  • Able to work quickly and accurately while managing a high volume of requests
  • Familiarity with administrative and financial documentation
  • Skilled at checking documents for accuracy and compliance
  • Strong collaboration and follow-up abilities
  • Intermediate proficiency in English
  • Able to regularly process, interpret, and verify administrative and transaction documents in English with clients, plan administrators, advisors, and consultants

लाभ

  • A workplace that combines professional development with a shared commitment to excellence
  • Access to artificial intelligence tools that support individual productivity and organizational development
  • A healthy, safe, equitable, and inclusive workplace
  • Hybrid work with flexibility and access to innovative, inspiring workspaces

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