Settlements Team Administrator Position

Location: Quebec

Elevate your career as an Administrator with iA's Settlements Team, dedicated to fostering confidence within group savings and retirement. Enjoy a hybrid work setup while enhancing client transactions.

In this Administrator role, you will be integral to our mission. Responsibilities will encompass analyzing transactions, processing requests via email, and ensuring transaction accuracy through peer reviews. You will also prepare essential reports and tax slips while promoting continuous improvement initiatives using Lean methodologies and engaging in the Daily Management System.

Key Responsibilities:

• Analyze and carry out transactions for plan administration

• Receive and process client emails diligently

• Verify colleagues’ non-financial transactions thoroughly

• Create reports and tax slips for clients promptly

• Engage in DMS and propose improvement solutions

Requirements:

• Strong communication and learning abilities

• Good stress management skills in dynamic environments

• Competence in Microsoft Office Suite

• Intermediate English knowledge for documentation

• Detail-oriented with an emphasis on customer service

Enhance your expertise in a thriving environment focused on support and development at iA.
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