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iA Financial Group

Administrateur(trice) équipe règlement

Posted Yesterday
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4 Locations
Entry level
4 Locations
Entry level
The role involves analyzing and processing client withdrawal requests, verifying transactions, preparing reports and tax documents, and contributing to continuous improvement using Lean tools. A focus on exceptional client service is essential.
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Job Description

Secteur: Administration et Épargne & retraites collectives / Entrée en poste visée fin mars / Temporaire 13 mois / Hybride

On te reconnaît pour ta minutie et ta proactivité ? Tu aimerais avoir un poste administratif où ton sens client hors pair ainsi que tes aptitudes professionnelles seront mis à profit ? Ne cherche plus, nous avons le poste pour toi ! 

Viens sans tarder rejoindre l’équipe des services administratifs de l’épargne et retraite collectives dans un rôle d’administrateur. Dans ce rôle, tu auras à analyser et traiter les diverses demandes de retraits provenant de nos clients (participants, promoteurs de régime, représentants et consultants) et de nos partenaires internes. 

Plus précisément, tu auras à : 

  • Analyser et effectuer diverses transactions nécessaires à l’administration du régime ;
  • Recevoir et traiter les demandes de nos clients reçues par courriel ;
  • Vérifier les transactions non financières de tes collègues ;
  • Préparer divers rapports et feuillets d’impôt pour les clients et les différentes autorités ;
  • Contribuer à l’amélioration continue en proposant des solutions à l’aide des outils Lean ;
  • Participer au DMS (Daily Management System). 

Profil recherché 

  • Diplôme d’études en services financiers, en administration ou dans une discipline connexe ;
  • Connaissances des produits d’épargne et retraite collectives et des lois, un atout. 

Cette offre t’interpelle et tu aimerais faire partie d’une équipe dynamique ? N’attends plus et postule dès maintenant ! 

Location(s)Quebec, Quebec

Other Possible Location(s)Montreal, Quebec, Toronto, Ontario, Vancouver, British Columbia
Company

iA Financial Group

Posting End Date2025-03-07

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.

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.

iA Financial Group Toronto, Ontario, CAN Office

522 University Avenue, Suite 400,, Toronto, Ontario, Canada, M5G 1Y7

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