All roles

Administrator, Group Savings and retirement (Advantage +)

Remote · USA Full-time New today

iA Financial Group is a company dedicated to helping clients feel confident and secure about their future in the group savings and retirement sector. As an Administrator for Group Savings and Retirement, you will process client requests, provide high-quality customer service, and ensure compliance with financial deadlines and regulations.

Responsibilities

  • Process client requests using the established systems and tools
  • Communicate verbally and in writing with our clients and partners, providing high-quality customer service (requests and follow-ups)
  • Analyze straightforward requests and seek assistance from a specialist when required
  • Meet financial deadlines and comply with applicable policies, rules, and regulations
  • Prepare various reports and tax slips for clients and authorities, and perform accounting entries
  • Perform peer-review nonfinancial transactions for accuracy

Skills

  • Attention to detail
  • Good knowledge of the Office suite
  • Strong communication skills
  • Good adaptability
  • Excellent team spirit
  • Knowledge of group savings and retirement products
  • Intermediate knowledge of English

Benefits

  • Flexible group insurance
  • Competitive pension plan
  • Employee share purchase plan
  • Vacation and personal wellness days
  • Telemedicine
  • Employee and family assistance program
  • Ergonomic furniture program
  • Performance bonus
  • Discounts on iA products
  • And much more!

Company Overview

  • iA Financial Group is one of the largest insurance and wealth management groups in Canada, with operations in the United States. It was founded in 1892, and is headquartered in Quebec, Quebec, CAN, with a workforce of 5001-10000 employees. Its website is http://ia.ca.
  • Apply To This Job

    Related roles

    Health Safety and Environment Coordinator

    Remote · USA Full-time

    Administrative Assistant, Global Publicity

    Remote · USA Full-time

    Associate - Digital Product Management

    Remote · USA Full-time

    Customer Service Associate - The Deck Superstore: Commerce City, CO

    Remote · USA Full-time

    New Grad Leadership HR Generalist

    Remote · USA Full-time

    [Remote] Customer Support Representative

    Remote · USA Full-time

    Breast Care Sales Representative - Dallas

    Remote · USA Full-time

    Agent d'information (Créateur-trice de contenu médias sociaux)

    Remote · USA Full-time

    Administrator - Print and Proxy Teams

    Remote · USA Full-time

    Front Desk Receptionist & Closing Supervisor

    Remote · USA Full-time

    [Work From Home] Urgently Need WMS Tutor 2 in Windham, CT

    Remote · USA Full-time

    Experienced Full Stack Customer Experience Concierge - Remote Chat Professional for Premium Client Services at blithequark

    Remote · USA Full-time

    AI Engineer, Global Operations

    Remote · USA Full-time

    Freelance Product Tester - Up to $790/Week - Flexible Work Arrangement (Hiring Immediately)

    Remote · USA Full-time

    Field Specialist

    Remote · USA Full-time

    Employelevate Netflix Remote No Experience $28/hour | Apply Today

    Remote · USA Full-time

    Yahoo Part Time Data Entry Jobs @Remote $25/Hour

    Remote · USA Full-time

    Customer-Focused Delivery Station Customer Experience Associate – Last-Mile Logistics & Real-Time Client Support Specialist

    Remote · USA Full-time

    Experienced Entry-Level Data Entry Specialist – E-commerce Operations Support (Part-Time)

    Remote · USA Full-time

    Category Specialist

    Remote · USA Full-time