Adminstrator, Settlements
iA Financial Group is dedicated to ensuring that clients feel confident and secure about their future in the group savings and retirement sector. As an Administrator, Settlements, you will manage clients’ transactions, analyze and complete various plan administration tasks, and contribute to continuous improvement initiatives.
Responsibilities
- Analyzing and completing various transactions required for plan administration
- Receiving and processing client requests submitted by email
- Verifying non-financial transactions completed by colleagues
- Preparing various reports and tax slips for clients and regulatory authorities
- Contributing to continuous improvement by proposing solutions using Lean tools
- Participating in the Daily Management System (DMS)
Skills
- Attention to detail and accuracy
- Strong communication skills
- Strong team spirit
- Good knowledge of the Microsoft Office suite
- Intermediate level of English
Benefits
- Telemedicine
- An employee and family assistance program
- Discounts on iA products
Company Overview