Job Description

Build the future with us

Are you driven by customer service and the administration of savings and retirement plans and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future?

As an Administrator, Advantage+, you will play a key role in processing, analyzing and validating administrative and transactional requests for major clients whose plans are complex.

This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What you’ll accomplish with us

As an Administrator, Advantage+, you’ll be at the core of our mission. Here are the main responsibilities:

• Process the various activities related to the administration of savings and retirement plans, including enrolments, contributions, changes, withdrawals, transfers and terminations, while meeting service deadlines, plan-specific requirements and compliance requirements;
• Analyze requests received in order to confirm that they are complete and compliant before processing them in the systems, then carry out the required follow-ups with clients when information is missing or incomplete;
• Analyze rejections generated by the systems, including those from payroll files, in order to determine the actions to be taken;
• Collaborate with the service team and support plan administrators, advisors and consultants in processing requests, reconciling plans and maintaining excellent customer service;
• Validate financial transactions, carry out purchase, sale and transfer operations, prepare various financial and transactional reports and prioritize requests based on their impact on clients, their financial impact and processing deadlines.

What could accelerate your success in this role

We’re looking for someone who:

• Has experience in administration as well as experience in customer service or claims processing;
• Is recognized for their speed of execution, thoroughness and ability to efficiently process a high volume of requests;
• Stands out for their understanding of administrative and financial documents as well as their ability to validate their accuracy and compliance;
• Is recognized for their collaboration and the quality of their follow-ups;
• Has an intermediate level of English proficiency, as the person will be required to process, understand and validate administrative and transactional documents written in English with clients, plan administrators, advisors and consultants on a weekly basis.

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence;
• Artificial intelligence is in everyone’s hands, empowering you to increase your personal effectiveness while supporting the organization’s growth;
• A healthy, safe, fair and inclusive environment where potential can be freely expressed and developed;
• The opportunity to work in a hybrid work environment, supported by flexibility and access to inspiring and innovative workspaces.

Temporary, 12 months

Apply now and get ahead of your career, where your talent really belongs!

Still unsure about applying?

At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply, your place might be with us and we want to get to know you!

Location(s)

Other Possible Location(s)

Company

iA Financial Group

Posting End Date

Company Overview

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

* iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto 

Our Commitment to Diversity and Inclusion

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.