iA Financial Group (Industrial Alliance)
iA Financial Group (Industrial Alliance)
5 001 – 10 000 Қызметкерлер
ҚаржыСақтандыру
iA Financial Group (Industrial Alliance) — Канада мен Америка Құрама Штаттарындағы клиенттерге қызмет көрсететін ірі канадалық сақтандыру және активтерді басқару ұйымы. 1892 жылы құрылған және Торонто қор биржасында листингтен өткен компания клиентке бағдарланған жоспарлау мен ұзақ мерзімді қаржылық қажеттіліктерге негізделген сақтандыру және кең ауқымды қаржылық қызметтер ұсынады. Оның қызметі Солтүстік Америка нарықтарында жұмыс істейтін үлкен команданың қолдауымен қаржы және сақтандыру салаларын қамтиды.

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.

Сипаттама

  • 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

Талаптар

  • 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

Артықшылықтар

  • 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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