Job Description

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Administrator, Group Savings and Retirement

• Employer: iA Financial Group
• Office: 522 University Avenue
• Location: Toronto, Ontario
• Job category: Customer Service and Administrative Support
• Job ID: JR10015340
• Job type: Permanent Job Full time
• Apply before: 2022-12-18

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Description

Administrator, Group Savings and Retirement

#Remote Job #Full time

Reporting to the Manager, the administrator has to analyze and process various transaction requests from our clients (members, plan sponsors, advisors, consultants) and internal partners. These requests are quite varied, and they are associated with all the events that occur during the existence of a group savings account (e.g. RRSPs, DPSPs, TFSAs, non-registered plans, RRIFs, LIFs, Annuities, RPPs and SPPs).

The administrator is responsible for varied transactions for the administration of the plan including setting up the account to its final termination. The administration of the account must be kept compliant with plan provisions, eligibility and applicable federal and provincial legislation.

This is a challenging and constantly changing work environment. This position is characterized by occasional periods of work requiring overtime.

Under regular supervision, tasks and responsibilities include:

• Processing transactions received from clients and using systems and tools in place.

• Verbal and written communications with clients and internal partners

• Maintaining a high level of productivity and accuracy

• Receiving incoming calls from members regarding settlements and GSR products. (Customer service Administrator only)

• Respecting financial deadlines as well as compliance with policies, rules and legislations

• Verifying non-financial transactions of colleagues

• Providing a high level of customer service (requests received and required follow ups).

• Analyzing simple requests and escalating theses to the specialist if needed

• Preparing various reports and taxation slips for clients and authorities

• Processing journal entries

• Participating in DMS (Daily Management System)

• Identifying problems, mudas and proposing viable solutions to improvement ideas through the different LEAN tools

• Contributing toward building and maintaining a positive environment where all team members can learn, share knowledge and collaborate.

Requirements:

• College degree in financial services or college degree in administration (any combination deemed equivalent of training or experience)

• Less than 1-year experience

• Bilingual English and French is a must (both verbal and written) as the employee will be working with clients and business partners across all Canada

• Knowledge of the different group savings and retirement products and legislation (asset)

• Ability to learn quickly

• Capability to work under pressure

• Positive attitude and team spirit

At iA, we invest,
in you.

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Company Overview

About

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 50,000 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.

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.

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