Enhance client trust with iA Financial Group as an Administrator in the Settlements Team. Focus on transaction analysis and client communication in a supportive hybrid work setting.
In this role, you will ensure clients feel secure about their future through diligent plan administration. Strong communication and customer service orientation are pivotal, as you will handle requests and verify transactions. Your contributions to reports and continuous improvement initiatives will also help streamline processes.
Key Responsibilities:
• Execute various transactions for plan administration
• Address client requests received via email
• Review and confirm colleagues’ transactions
• Prepare reports and tax slips for stakeholders
• Implement Lean tools for process improvement
Requirements:
• Strong communication skills
• Quick learning capability
• Effective stress management skills
• Knowledge of Microsoft Office Suite
• Intermediate proficiency in English for report writing
Support client security and satisfaction through your administration skills in a team-oriented work environment.
#J-18808-Ljbffr

📌 Settlements Team Administrator Role (Quebec City)
🏢 Iaawg
📍 Quebec City