Administrator, Group Savings and Retirement

iA Financial Group; Quebec; Hybrid; CAD 42,000 - 52,000; Full time

Job summary

iA Financial Group in Quebec City seeks an Administrator, Group Savings and Retirement to analyze and process transactions across RRSPs, DPSPs, TFSAs, and pension plans, ensuring compliance with applicable rules. This 1-year temporary contract offers a hybrid work model and an opportunity to contribute to client security and future planning.

The role emphasizes accuracy, strong organizational skills, and excellent customer service as you collaborate with internal partners, prepare reports, and

Qualifications

• Holds a college diploma in Financial Services, Administration, or equivalent.
• 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; 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).

Responsibilities

• Processing client transactions from account opening to closure while ensuring compliance with plan rules.
• 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

Organization & prioritization

Communication skills

Learning agility

Customer service

English (beginner)

Education

College diploma in Financial Services or Administration

Tools

Excel

Microsoft Office

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

We are looking for someone who:

• 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

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