Administrator for Group Savings and Retirement at iA Financial Group processing client requests and providing high-quality customer service. Maintaining financial compliance and preparing reports for clients and authorities.
Responsibilities
Process client requests using the established systems and tools
Communicate verbally and in writing with our clients and partners, providing high-quality customer service (requests and follow-ups)
Analyze straightforward requests and seek assistance from a specialist when required
Meet financial deadlines and comply with applicable policies, rules, and regulations
Prepare various reports and tax slips for clients and authorities, and perform accounting entries
Perform peer-review nonfinancial transactions for accuracy
Requirements
Attention to detail
Good knowledge of the Office suite
Strong communication skills
Good adaptability
Excellent team spirit
Knowledge of group savings and retirement products
Intermediate knowledge of English (analyzing complex files, reading and writing notes and documentation in English, communicating with unilingual English-speaking clients via email)
Benefits
Flexible group insurance
Competitive pension plan
Employee share purchase plan
Vacation and personal wellness days
Telemedicine
Employee and family assistance program
Ergonomic furniture program
Performance bonus
Discounts on iA products
Much more!
Job title
Administrator, Group Savings and Retirement – Advantage +
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