iA Financial Group (Industrial Alliance)
iA Financial Group (Industrial Alliance)
5.001 – 10.000 Angajați
AsigurăriFinanțe
iA Financial Group (Industrial Alliance) este o organizație canadiană importantă din domeniul asigurărilor și gestionării patrimoniului, care deservește clienți din Canada și Statele Unite. Fondată în 1892 și listată la Bursa de Valori din Toronto, compania oferă servicii de asigurare și servicii financiare extinse, bazate pe planificare axată pe client și pe nevoile financiare pe termen lung ale acestuia. Activitatea sa se desfășoară în sectoarele financiar și al asigurărilor, fiind susținută de o echipă numeroasă care operează pe piețele din America de Nord.

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.

Descriere

  • 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

Cerințe

  • 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

Beneficii

  • 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

Locuri de muncă similare

AT&T

AT&T Business Sales Representative, Territory Accounts — Memphis

AT&T

Build AT&T’s Memphis small-business and mid-market customer base by selling fiber broadband and other communications solutions. The role combines prospecting, account development, and consultative selling to grow territory revenue.

Deschide