Senior Administration & Process Optimization Specialist

Industrial Alliance Insurance and Financial Services Inc; Burnaby; Hybrid; CAD 73,000 - 78,000; Full time

Benefits offered by this job

Competitive pension plan

Stock purchase plan

Vacation and wellness/personal develop

Telemedicine

Employee and family assistance program

Ergonomic furniture program

Performance bonus

Discounts on iA products

Job summary

iA Financial Group in Canada seeks a Senior Administration & Process Optimization Specialist to empower the Client Service Administration team. You will streamline workflows, design and maintain dashboards, and provide hands-on support during peak periods, while mentoring colleagues.

The role blends administrative excellence with data-driven process improvement and emerging AI solutions. Hybrid work is available; competitive benefits, pension, and performance bonus are offered.

Qualifications

• Identify, implement opportunities to streamline workflows and improve operational efficiency.
• Design, develop, maintain, and optimize reports and dashboards to support operational, management, and client needs.
• Provide hands-on operational support to the Client Service Administration team during peak periods or changing priorities.
• Act as a subject matter expert by coaching and supporting colleagues while contributing to knowledge transfer.
• Design and implement business solutions and tools that support planning, monitoring, and decision-making.

Responsibilities

• Identify, recommend, and implement opportunities to streamline workflows, improve operational efficiency, and develop sustainable business solutions.
• Design, develop, maintain, and optimize reports and dashboards to support operational, management, and client needs.
• Provide hands-on operational support to the Client Service Administration team during periods of increased workload, staffing challenges, or evolving business priorities.
• Act as a subject matter expert by coaching, mentoring, and supporting colleagues while contributing to knowledge transfer and continuous learning initiatives.
• Design and implement business solutions and tools that support strategic planning, objective setting, performance monitoring, and decision-making.

Skills

Analytical and problem-solving skills

Stakeholder communication acrossLevels

Adaptability and agility

Continuous improvement mindset

Power BI and Power Automate usage

Education

Bachelor's degree in Business Administration, Data Science, Statistics, Information Systems, or a related discipline

Tools

Power BI

Power Automate

Job description

Senior Administration & Process Optimization Specialist

• Office: 988 Broadway West
• Job category: Customer Service and Administrative Support

Are you passionate about operational excellence and eager to contribute to a company whose purpose is to help clients feel confident and secure about their future?

As a Senior Administration & Process Optimization Specialist, you will play a pivotal role in supporting the Client Service Administration team by combining advanced administrative expertise, technical proficiency, and a continuous improvement mindset. Acting as a subject matter expert, you will help enhance daily operations while driving efficiency through process optimization, data insights, technology, automation, and emerging AI solutions.

This is a unique opportunity to showcase your expertise and make a meaningful impact within a caring and trusted organization where collaboration, innovation, and professional growth are at the heart of everything we do.

What you'll accomplish with us

As a Senior Administration & Process Optimization Specialist, you'll be at the core of our mission. Here are the main responsibilities:

• Identify, recommend, and implement opportunities to streamline workflows, improve operational efficiency, and develop sustainable business solutions.
• Design, develop, maintain, and optimize reports and dashboards to support operational, management, and client needs.
• Provide hands-on operational support to the Client Service Administration team during periods of increased workload, staffing challenges, or evolving business priorities.
• Act as a subject matter expert by coaching, mentoring, and supporting colleagues while contributing to knowledge transfer and continuous learning initiatives.
• Design and implement business solutions and tools that support strategic planning, objective setting, performance monitoring, and decision‑making.

What could accelerate your success in this role

We're looking for someone who:

• Demonstrates strong analytical and problem-solving skills and can translate complex operational challenges into practical and effective solutions.
• Communicates effectively and professionally with stakeholders across various levels of the organization.
• Thrives in a collaborative environment and enjoys partnering with internal and external stakeholders to implement new processes and technologies.
• Demonstrates adaptability and agility in responding to changing priorities and business needs.
• Possesses a continuous improvement mindset with a passion for optimizing processes and enhancing operational performance.
• Has a strong interest in leveraging data, automation, analytics, and emerging technologies, including AI, to improve business outcomes.
• Holds a bachelor's degree in Business Administration, Data Science, Statistics, Information Systems, or a related discipline.
• Has a minimum of four years of experience within the insurance industry, including progressive experience in senior administrative, operational support, or business operations roles.
• Demonstrates strong knowledge of administrative processes and a solid understanding of end‑to‑end operational workflows.
• Has experience applying continuous improvement methodologies such as Lean to drive sustainable operational enhancements.
• Possesses strong technical capabilities and experience with reporting, analytics, and business productivity tools, including Power BI and Power Automate.

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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!

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The typical hiring range for this position is between $73,000 and $78,000 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.

Get ahead of your career, where your talent belongs

See why so many people choose iA!

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, 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 130 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.

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, write to us . Someone from our team will be happy to assist you.