Senior Administration & Process Optimization Specialist

iA Financial Group; Vancouver; Hybrid; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Flexible work model

Stock purchase plan

Vacation and wellness days

Telemedicine

Employee and family assistance program

Job summary

iA Financial Group is seeking a Senior Administration & Process Optimization Specialist in Vancouver to enhance Client Service Administration operations. You will drive process improvements, design dashboards, and provide hands-on support during peak periods while coaching teammates to elevate performance.

The role emphasizes Lean methodologies, data analytics, automation, and AI-powered solutions to boost efficiency and client outcomes in a hybrid work environment.

Qualifications

• Demonstrates strong analytical and problem-solving abilities.
• Excellent communication across organizational levels.
• Ability to collaborate with internal and external stakeholders.
• Strong(?) adaptability to changing priorities and business needs.
• Experience with Lean or continuous improvement methodologies.
• Interest in data, automation, and AI applications to business outcomes.

Responsibilities

• Identify, recommend, and implement opportunities to streamline workflows and improve efficiency.
• Design, maintain, and optimize reports and dashboards for operational and client needs.
• Provide hands-on operational support during workload spikes or shifting priorities.
• Coach and mentor colleagues to share knowledge and drive continuous learning.
• Design and implement business solutions supporting planning, performance, and decision-making.

Skills

Analytical skills

Problem-solving

Communication skills

Adaptability

Continuous improvement

Data-driven

Automation/AI interest

Education

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

Tools

Power BI

Power Automate

Job description

Job Description Build the future with us

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.

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!

Location(s) Vancouver / 988 Broadway West Other Possible Location(s)

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.

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.