Our current job postings

Registered Plan Administrator

  • Employer: iA Private Wealth Inc.
  • Office: 2200 McGill College Avenue
  • Location: Montreal, Quebec
  • Other Possible Location(s): Toronto, Ontario; Québec, Quebec
  • Job category: Transaction Services Operations - Generalist/Multidiscipline
  • Job ID: JR10019989
  • Job type: Permanent Job
  • Apply before: 2024-04-26

Description

Remote / Administration / Customer service / French and English/ Montreal or Quebec or Toronto

Reporting to the Registered Plan team manager, the Registered Plan Administrator will be responsible for all matters related to registered plan administration, they will have a good knowledge of registered products including LIF, LIRA, LRIF, PRIF, RDSP, RESP, RRIF, RRSP, TFSA and FHSA's.

Description of Role

  • Support advisor teams by email or phone with questions regarding client accounts and documentation.
  • Manage the day-to-day operations of a complex processing team and prioritize work initiatives.
  • Ensuring the timeliness and accuracy of deliverables are met within the established SLA.
  • Research and respond to incoming queries from advisor branches on timely manner to meet customer needs.
  • Other duties as assigned to assist with Registered Plans and recurring events team tasks.
  • Provide ideas and suggestions on how to improve the service offering to the team.
  • Participate in daily DMS to streamline and improve processes and ensure errors are reported and visible.

Qualifications and skills

  • Experience in a similar role within a financial firm.
  • Very good knowledge of financial products and services.
  • Strong English and French language skills, both oral and written, due to frequent interaction with English and French-speaking colleagues and advisor teams across Canada.
  • Ability to prioritize workload and manage time effectively depending on volumes.
  • Motivated, self-starter with exceptional organizational skills and keen eye for details.
  • Ability to work independently and as part of a team.
  • Ability to prioritize work based on importance or deadlines.
  • Experience with ISM/Kyndryl systems is an asset.

#LI-SD1 #LI-Remote


At iA, we invest,
in you.

Our employees are our best investment and we have much to offer them.


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.

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.