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Job Description & How to Apply Below
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 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 work spaces
Location(s) Quebec / 1080, Grande Allee West Other Possible Location(s)
Company iA Financial Group Posting End Date
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 Nation ales, 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…
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