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iA Financial Group (Industrial Alliance)
iA Financial Group (Industrial Alliance)
5001 – 10 000 Darbinieki
ApdrošināšanaFinanses
iA Financial Group (Industrial Alliance) ir nozīmīga Kanādas apdrošināšanas un līdzekļu pārvaldības organizācija, kas apkalpo klientus Kanādā un Amerikas Savienotajās Valstīs. Uzņēmums, kas dibināts 1892. gadā un tiek publiski kotēts Toronto biržā, sniedz apdrošināšanas un plašākus finanšu pakalpojumus, kuru pamatā ir uz klientu vērsta plānošana un ilgtermiņa finanšu vajadzības. Tā darbība aptver finanšu un apdrošināšanas nozares, un to atbalsta liela komanda, kas darbojas Ziemeļamerikas tirgos.
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Vakances uzņēmumā

Contract Management Specialist – Quebec City (Onsite)

Manage group retirement and savings plan contracts for iA Financial Group in Quebec City. The role covers plan setup, regulatory filings, contract changes, documentation, audits, and client issue resolution.

CAKanādaKlātienēPilna slodzeVidējais līmenisVecākais speciālistsNepieciešamā Valoda: frančuIepirkumi

Apraksts

  • Set up RRSPs, DPSPs, defined contribution plans, TFSAs, and other group plans.
  • Review and validate documentation for new plan setup in the recordkeeping system.
  • Complete validation checks and maintain required service standards.
  • Review plan wording and related documentation from other providers.
  • Process contract, fund offering, pricing, commission, termination, and wind-up changes.
  • Prepare and issue policies, commission agreements, plan summaries, and booklets.
  • Coordinate plan registrations with the Canada Revenue Agency (CRA) and the Autorité des services financiers (ASF).
  • Issue contractual documents and monitor outstanding signatures.
  • Apply provincial legislative requirements to applicable plans.
  • Work with internal teams across Canada to coordinate plan administration.
  • Investigate and resolve issues affecting clients and plan participants.
  • Support assigned initiatives and special projects, including quarterly external audits.
  • Train and support colleagues and new employees.
  • Maintain job aids and ongoing training materials.
  • Contribute to continuous improvement activities, including DMS, workshops, and Kaizen initiatives.

Prasības

  • Knowledge of group retirement plans, preferably supported by three to five years of experience.
  • A degree in business, commerce, or a related discipline.
  • Ability to manage competing priorities and meet deadlines.
  • Strong analytical ability and close attention to detail.
  • Clear and effective written and verbal communication skills.
  • A practical approach to problem-solving and continuous improvement.
  • Proficiency with Microsoft Office.

Priekšrocības

  • Full-time temporary employment.
  • An inclusive workplace committed to supporting diversity.
  • Accessibility assistance is available throughout the recruitment process.

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