Account Specialist 1

Investia Financial Services Inc.; Vancouver; Hybrid; CAD 50,000 - 55,000; Full time

Benefits offered by this job

Flexible group insurance

Pension plan

Stock purchase plan

Wellness days

Telemedicine

Employee assistance program

Job summary

iA Financial Group in Vancouver is seeking an Account Specialist 1 to support daily financial administration, client and broker premium and commission processing, and ledger reconciliations. The role emphasizes regulatory compliance, teamwork, and process documentation in a hybrid in-office setting.

You will engage across departments to ensure payments, adjustments, and reporting align with business requirements, with 1–2 years of group insurance experience preferred.

Qualifications

• 1–2 years of Group Insurance financial experience.
• Knowledge of Accounting Principles and Practices.
• Excellent written and verbal communication and interpersonal skills.

Responsibilities

• Analyze and process client/broker premium and commission accounts.
• Perform daily and monthly reconciliation of general ledger accounts.
• Prepare daily bank deposits and generate journals.
• Collaborate with team members to document and streamline processes.
• Coordinate with other Account Specialists to rotate office tasks.
• Develop and maintain standard financial documentation.

Job description

Job Description

Build the future with us

Are you eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As an Account Specialist 1, you will play a key role in the day-to-day operations of financial administration to ensure the business and corporate deadlines are met, keeping in line with regulatory compliance as well as team and department procedures.

This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

This role would be based in Vancouver and would have an in office requirement of 2-3 days in office per week.

What you’ll accomplish with us

As an Account Specialist 1, you’ll be at the core of our mission. Here are the main responsibilities:

• Analyze and process client/broker premium and commission accounts.
• Control high volume data received from the bank for client payments, investigating discrepancies and non-payment with a focus on customer retention.
• Daily and monthly reconciliation of general ledger accounts.
• Preparation of daily bank deposit, including generation of corresponding journals.
• Collaborate with other team members and business units to streamline and document processes.
• Generation of client refund cheques.
• Coordination with other Account Specialists to determine rotation of required office tasks.
• Analyze financial control reports and ensure appropriate action is taken.
• Preparation of accounting entries and/or manual premium adjustments.
• Develop and maintain standard financial team documentation for processes and procedures according to specifications within business requirements.

What could accelerate your success in this role

• Is known for their excellent organizational skills, planning and time-management skills
• Stands out for their ability to multitask and work independently with little supervision
• Demonstrates strong ability to work under pressure and respond positively
• Is recognized for their excellent written and verbal communication and interpersonal skills
• Has 1-2 years of Group Insurance financial experience and knowledge of Accounting Principles and Practices

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence;
• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;
• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;
• Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

Location(s)

Vancouver / 988 Broadway West

Company

iA Financial Group

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.

* iA Financial group includes the following entities

iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto

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.

The typical hiring range for this position is between $50,000 and $55,000 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.