iA Financial Group (Industrial Alliance)

Administrator – Life Events

iA Financial Group (Industrial Alliance)

full-time

Posted on:

Location Type: Hybrid

Location: Québec • Canada

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Salary

💰 CA$47,544 - CA$78,090 per year

About the role

  • 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

Requirements

  • 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
Benefits
  • flexible group insurance plans
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
data analysispayment processingcalculationslegislation applicationdocument reviewtax policy analysisbeneficiary entitlement analysispension division processingbankruptcy claims analysisdeaccumulation plan management
Soft Skills
learning agilitystress managementteamworkattention to detailaccuracycustomer service orientationpositive attitude
Certifications
college diploma in financial servicescollege diploma in administration