Administrator, Group Savings and Retirement
- Employer: iA Financial Group
- Office: 26 Wellington Street East
- Location: Toronto, Ontario
- Job category: Customer Service and Administrative Support
- Job ID: JR10021016
- Job type: Temporary Job
- Apply before: 2024-09-16
Description
Department: Group Savings and Retirement; Location: Toronto would be preferred but open to candidates located within Ontario; Working Conditions: Working from Home/remotely with need to go into the office for only key moments; Status: Temporary One Year Contract with strong possibility for extension; Overtime: There might be periods of time that would require some overtime
We are seeking a highly motivated and detail-oriented individual to join our close knit team as an Administrator, Group Savings and Retirement. In this role you will be analyzing and processing various transaction requests from our clients and internal partners. These requests are quite varied, and they are associated with all the events that occur during the existence of a group savings account (e.g. RRSPs, DPSPs, TFSAs, non-registered plans, RRIFs, LIFs, Annuities, RPPs and SPPs).
This role would be for a one year temporary contract with a strong possibility to be extended.
In this role you will be responsible for:
Processing transactions received from clients and using systems and tools in place. This includes setting up the account to its final termination. The administration of the account must be kept compliant with plan provisions, eligibility and applicable federal and provincial legislation.
Verbal and written communications with clients and internal partners
Maintaining a high level of productivity and accuracy
Receiving incoming calls from members regarding settlements and GSR products. (Customer service Administrator only)
Respecting financial deadlines as well as compliance with policies, rules and legislations
Verifying non-financial transactions of colleagues
Providing a high level of customer service (requests received and required follow ups).
Analyzing simple requests and escalating theses to the specialist if needed
Preparing various reports and taxation slips for clients and authorities
Processing journal entries
Participating in DMS (Daily Management System)
Identifying problems, mudas and proposing viable solutions to improvement ideas through the different LEAN tools
Contributing toward building and maintaining a positive environment where all team members can learn, share knowledge and collaborate.
What we are looking for:
College degree in financial services or in administration (any combination deemed equivalent of training or experience)
At least 1 year of experience in a similar or related role
Ability to learn quickly
Capability to work under pressure and prioritize your time and tasks efficiently in order to meet tight deadlines
Positive attitude and team spirit
What would be an asset but not required:
Knowledge of the different group savings and retirement products and legislation (asset)
Bilingualism in French (Spoken and written)
Invest in your talent by joining our team
See why so many people choose iA!
Company Overview
iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $235 billion in assets, 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 130 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, write to us. Someone from our team will be happy to assist you.