Administrator, Group Savings and Retirement

ia; Quebec; On-site; CAD 42,000 - 56,000; Full time

Job summary

iA Financial Group in Quebec City is seeking an Administrator, Group Savings and Retirement to analyze and process transactions across RRSPs, DPSPs, TFSAs, and other retirement plans in a hybrid work environment.

You will handle client transactions from opening to closure, ensure compliance with plan rules, communicate with clients and partners, prepare reports and tax slips, and support accounting entries while maintaining accuracy and timely follow-up.

Qualifications

• Holds a college diploma in Financial Services, Administration, or an equivalent combination of education and experience.
• Has at least one year of experience in a similar or related role.
• Is recognized for their attention to detail and accuracy.

Responsibilities

• Processing client transactions using internal systems, from account opening to closure, while ensuring compliance with plan rules and applicable legislation
• Communicating effectively with clients and internal business partners, both verbally and in writing
• Maintaining a high level of productivity, accuracy, and organization
• Meeting financial deadlines and compliance requirements
• Reviewing and validating non-financial transactions completed by colleagues
• Providing excellent customer service and ensuring proper follow-up
• Analyzing straightforward requests and escalating them to specialists when required
• Preparing reports and tax slips
• Processing accounting entries
• Receiving, organizing, and managing incoming paper mail, including cheques

Skills

Attention to detail

Customer service

Organizational skills

Communication

English language

Education

College diploma in Financial Services

Tools

Microsoft Office

Excel

Job description

Job Description

Administration | Quebec City | 1-Year Temporary Contract | Hybrid Work Model | Immediate Start Available

Build Your Future With Us

Are you passionate about administrative work and looking to contribute to an organization whose mission is to help clients feel confident and secure about their future? As an Administrator, Group Savings and Retirement , you will play a key role in analyzing and processing transactions related to the lifecycle of group savings accounts (e.g., RRSPs, DPSPs, TFSAs, non-registered plans, RRIFs, LIFs, annuities, pension plans, and retirement savings plans), while ensuring compliance with applicable rules and legislation. This position offers an excellent opportunity to showcase your skills and fully realize your potential within a caring and trusted organization. At iA, people and their development are at the heart of everything we do, fostering an environment that encourages collaboration and innovation.

What You Will Accomplish With Us

As an Administrator, Group Savings and Retirement , you will be at the heart of our mission. Your main responsibilities will include:

• Processing client transactions using internal systems, from account opening to closure, while ensuring compliance with plan rules and applicable legislation
• Communicating effectively with clients and internal business partners, both verbally and in writing
• Maintaining a high level of productivity, accuracy, and organization
• Meeting financial deadlines and compliance requirements
• Reviewing and validating non-financial transactions completed by colleagues
• Providing excellent customer service and ensuring proper follow-up
• Analyzing straightforward requests and escalating them to specialists when required
• Preparing reports and tax slips
• Processing accounting entries
• Receiving, organizing, and managing incoming paper mail, including cheques

What Will Help You Succeed in This Role

• Holds a college diploma in Financial Services, Administration, or an equivalent combination of education and experience
• Has at least one year of experience in a similar or related role
• Is recognized for their attention to detail and accuracy
• Demonstrates strong organizational and prioritization skills
• Shows a high level of adaptability and learning agility
• Is known for delivering outstanding customer service and strong communication skills
• Has a beginner level of English proficiency, as the role involves responding to emails and communicating daily with English-speaking clients and colleagues
• Has good knowledge of the Microsoft Office Suite, particularly Excel, as well as group savings products (considered an asset)

Why You'll Love Working With Us

• A work environment where learning and development are combined with a shared pursuit of excellence
• A healthy, safe, equitable, and inclusive workplace where people are empowered to grow and thrive
• The opportunity to work in a hybrid environment supported by flexibility and access to inspiring and innovative workspaces

Location(s)

Quebec / 1080, Grande Allee 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.

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