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.

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.

Apraksts

  • 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

Prasības

  • 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

Priekšrocības

  • 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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