Administrator

Iaawg; Quebec; Hybrid; CAD 42,000 - 66,000; Full time

Job summary

iA Financial Group is seeking an administrative professional to handle savings and retirement plan administration, including enrolments, contributions, changes, withdrawals, transfers and terminations, while meeting deadlines and compliance. You will analyze requests for completeness, resolve missing information, and process system rejections, collaborating with the service team and advisors.

You will validate financial transactions and prioritise requests to protect clients.

Qualifications

• Experience in administration and customer service or claims processing.
• Speed of execution and ability to process high volumes.
• Understanding of administrative and financial documents and ability to validate accuracy and compliance.
• Collaborative with strong follow-up skills.
• Intermediate English proficiency to handle English documents weekly.

Responsibilities

• Process savings and retirement plan administration tasks (enrolments, contributions, changes, withdrawals, transfers, terminations).
• Analyze requests for completeness and compliance before processing; follow up on missing information.
• Analyze system rejections and determine required actions.
• Collaborate with service team, plan administrators, advisors and consultants.
• Validate financial transactions, perform purchases, sales and transfers, and prepare financial reports.

Skills

Customer service

Processing speed

Attention to detail

Documentation comprehension

Job description

What you’ll accomplish with us

• Process the various activities related to the administration of savings and retirement plans, including enrolments, contributions, changes, withdrawals, transfers and terminations, while meeting service deadlines, plan‑specific requirements and compliance requirements;
• Analyze requests received in order to confirm that they are complete and compliant before processing them in the systems, then carry out the required follow‑ups with clients when information is missing or incomplete;
• Analyze rejections generated by the systems, including those from payroll files, in order to determine the actions to be taken;
• Collaborate with the service team and support plan administrators, advisors and consultants in processing requests, reconciling plans and maintaining excellent customer service;
• Validate financial transactions, carry out purchase, sale and transfer operations, prepare various financial and transactional reports and prioritise requests based on their impact on clients, their financial impact and processing deadlines.

What could accelerate your success in this role

• Has experience in administration as well as experience in customer service or claims processing;
• Is recognised for their speed of execution, thoroughness and ability to efficiently process a high volume of requests;
• Stands out for their understanding of administrative and financial documents as well as their ability to validate their accuracy and compliance;
• Is recognised for their collaboration and the quality of their follow‑ups;
• Has an intermediate level of English proficiency, as the person will be required to process, understand and validate administrative and transactional documents written in English with clients, plan administrators, advisors and consultants on a weekly basis.

Why you’ll love working with us

• A work environment where learning and development merge with a collective pursuit of excellence;
• Artificial intelligence is in everyone’s hands, empowering you to increase your personal effectiveness while supporting the organisation’s growth;
• A healthy, safe, fair and inclusive environment where potential can be freely expressed and developed;
• The opportunity to work in a hybrid work environment, supported by flexibility and access to inspiring and innovative workspaces.

Temporary, 12 months

Location(s)

Quebec / 1080, Grande Allee West Other Possible Location(s) Montreal / 1981 McGill College Avenue

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 recognised 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. As a reflection of our employees’ appreciation and engagement, iA once again stands out this year as one of Canada’s top employers according to Forbes. In 2026, iA Financial Group also ranks 1st among major publicly traded Canadian insurers. At iA Financial Group, our differences make us unique. We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger. Our employees’ wellbeing is our priority. We are also committed to creating a stimulating and safe work environment, in addition to offering a real work‑life balance with our flexible work model. As a reflection of our employees’ appreciation, iA has been ranked as one of the top employers in Canada in 2023 by Glassdoor and Forbes.

Company iA Financial Group

Posting End Date 2026-10-18