Account Specialist 1

iA Financial Group (Industrial Alliance); Vancouver; Hybrid; CAD 50,000 - 55,000; Full time

Benefits offered by this job

Flexible group insurance

Competitive pension plan

Stock purchase plan

Vacation and wellness days

Telemedicine

Employee and family assistance program

Ergonomic furniture program

Performance bonus

Discounts on iA products

Job summary

iA Financial Group (Industrial Alliance) in Vancouver seeks an Account Specialist 1 to manage daily financial administration, ensure regulatory compliance, and meet deadlines. The role is based in Vancouver with a 2-3 day in-office requirement each week.

You will analyze client premium and commission accounts, reconcile general ledger data, prepare deposits and journals, and collaborate across teams to streamline processes. Hybrid work model offered.

Qualifications

• Excellent organizational, planning and time-management skills.
• Ability to multitask and work independently with little supervision.
• Strong written and verbal communication and interpersonal skills.
• 1-2 years of Group Insurance financial experience and knowledge of Accounting Principles and Practices.

Responsibilities

• Analyze and process client/broker premium and commission accounts.
• Control high volume data 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 deposits, including generation of journals.
• Collaborate with team members and business units to streamline and document processes.
• Generate client refund cheques.
• Coordinate with other Account Specialists to rotate office tasks.
• Analyze financial control reports and ensure appropriate action.
• Prepare accounting entries and/or manual premium adjustments.
• Maintain standard financial team documentation for processes and procedures.

Skills

Organizational skills

Time management

Multitasking

Independent work

Written communication

Verbal communication

Interpersonal skills

Financial experience

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

• 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!

At iA, we believe in potential and value diverse experiences.

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.