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Specialist, Group Savings and Retirement

  • Employer: iA Financial Group
  • Office: 522, University Avenue
  • City: Toronto
  • Province: Ontario
  • Job category: Customer Service and Administrative Support
  • Job ID: JR10006688
  • Job type: Permanent Job Full time
  • Apply before: 2021-02-12

Company Overview

iA Financial Group is the fourth largest life and health insurance company in Canada and offers a wide range of products for all stages of life and to meet the needs of clients across its vast sales network. Founded in 1892, iA Financial Group’s stability and solidity make it an employer of choice that invests in its employees and their development over the long term.

With operations across Canada and in the United States, iA Financial Group and its over 5,000 employees work hard every day to offer the best service to over four million clients.

Description

Do you have experience working with Pension or Group Savings? Do you enjoy complex transactions, problem solving as well as helping and coaching the team?  We have the perfect opportunity for you!

What YOU will be doing:

  • Being proactive in the daily organization of the team’s workload while prioritizing and coordinating with other teams in order to meet specific deadlines

  • Verifying financial transactions of team members

  • Processing complex transactions received from clients

  • Analysing requests (moderate to complex) from clients and internal partners and escalating theses requests if needed

  • Receiving complex incoming calls from members regarding settlements and GSR products (customer service specialist only)

  • Processing accounting corrections

  • First level of escalation for complaint resolution

  • Preparing various reports and taxation slips for clients and authorities

  • Answering and coaching team members with their specific questions

  • Training of team members on the different tasks, GSR products and legislation

What YOU will bring:

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

  • 5-7 years of related experience

  • Advanced knowledge of the different group savings and retirement products

  • Intermediate to advanced knowledge of legislation

  • Knowledge of the majority of the administrative processes and various systems and tools used

Qualified candidates will be contacted. Thank you for your interest in iA Financial Group!

www.linkedin.com/in/taniamcewan

Working at iA Financial Group

We consider our employees to be our most important investment and we have a lot to offer them. Find out more about iA.

Our Commitment

iA Financial Group is committed to having an equal access employment program and welcomes applications from women, visible minorities, Aboriginal peoples and disabled persons. Any use of the masculine form is to simplify the text and includes the feminine form.

Also, we are committed to fostering a workplace that promotes diversity and inclusion. We can provide accommodation in our recruitment and selection processes to applicants with disabilities where required. Please contact your Recruiter, or send an email to accessiblecareers@ia.ca.