Client Transaction Settlements Specialist (Quebec City)

Client Transaction Settlements Specialist (Quebec City)

19 Apr
|
iA Financial Group (Industrial Alliance)
|
Quebec City

19 Apr

iA Financial Group (Industrial Alliance)

Quebec City

Become a vital part of managing client transactions as a Settlements Administrator. Focus on accuracy in plan administration, process client requests, and improve transaction workflows in an inclusive workspace.
As a Settlements Administrator, you are key to ensuring client confidence in their future. Responsibilities include analyzing transactions, processing requests, and preparing critical reports for clients and regulatory entities. Join a collaborative team that prioritizes career development and a caring work culture.
Key Responsibilities:
• Complete and analyze various transactions for plans
• Handle client requests submitted via email
• Verify transactions processed by colleagues
• Prepare essential reports and regulatory tax slips
• Contribute to improvement initiatives using Lean techniques
Requirements:
• High attention to detail and precision
• Strong proficiency in French, with good English skills
• Knowledge of Microsoft Office tools
• Demonstrated ability to work collaboratively
• Familiarity with documentation and reporting
Excel in a supportive, hybrid environment that values growth and innovation.
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📌 Client Transaction Settlements Specialist (Quebec City)
🏢 iA Financial Group (Industrial Alliance)
📍 Quebec City

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