iA Financial Group is a company dedicated to ensuring its clients feel confident and secure about their future. As an Administrator, Life Events, you will analyze and process requests related to Group Savings and Retirement plans, while collaborating with internal teams and communicating with clients.
Responsibilities
- Review death notifications and related documents for completeness and accuracy
- Analyse member accounts to determine beneficiary entitlements and applicable tax policies
- Analyse separation agreements and other legal documents and apply applicable legislation to process payments of pension divisions
- Apply applicable legislation and perform calculations related to the set up and ongoing payments of deaccumulation plans
- Analyse member plans to determine payments in cases of bankruptcy or seizure claims on accounts and apply applicable legislation
- Communicate with members/clients to request missing documentation or information
- Collaborate with internal teams (customer service, compliance or legal) in complex situations
- Process payments in multiple systems with accuracy whilst respecting the service levels of the team
- Issue tax slips in accordance with applicable legislation
- Perform peer-review of transactions for accuracy
Skills
- Demonstrates strong learning agility
- Has a good ability to manage stress in an evolving environment
- Shows a positive attitude and strong teamwork skills
- Is recognized for attention to detail, accuracy, and customer service orientation
- Holds a college diploma in financial services, administration, or any other equivalent combination of education and experience
- Has less than one year of relevant experience
- An intermediate level of English proficiency is required, as the individual will need to communicate verbally and in writing with external clients and partners on a regular basis
Benefits
- Flexible group insurance plans
- A competitive retirement plan
- Employee share purchase plan
- Vacation and wellness days
- Telemedicine
- Employee and family assistance program
- Ergonomic furniture program
- Performance bonus
- Discounts on iA products
- And 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.