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Job Description & How to Apply Below
Join iA Financial Group as a Life Events Analyst, where you’ll analyze complex pension cases and contribute to securing clients’ futures. Utilize your analytical skills to process transactions related to crucial life events.
As a key player in pension plan administration, the Life Events Analyst role involves detailed analysis of death notifications, beneficiary eligibility, and pension division payments. You will work collaboratively with internal teams to ensure compliance with provincial legislation and maintain accuracy in financial transactions while communicating effectively with clients.
Key Responsibilities:
• Analyze death notifications for accuracy and completeness
• Review legal documents for beneficiary eligibility
• Apply legislation to pension division payments
• Perform necessary calculations for decumulation plans
• Unlock funds held in locked-in accounts
Requirements:
• Strong analytical skills and attention to detail
• Knowledge of provincial laws regarding pensions
• Proven ability to process financial transactions accurately
• Excellent communication and collaboration skills
• Advanced level of French proficiency
Effectively support clients through your expertise in pension processes and legal interpretations at iA Financial Group.
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