Become an Insured Annuities Analyst with iA Financial Group and help clients secure their future. This role involves implementing current annuity sales and administrative functions in a supportive setting.
In this position, you'll collaborate on new insured annuity contracts and engage in various administrative tasks. Your duties will encompass data validation, client correspondence, and financial transactions related to annuities. You will also conduct actuarial calculations and contribute to improving IT tools and processes in the workplace.
Key Responsibilities:
• Implement new annuity contracts and analyze data
• Certify data accuracy through validation processes
• Prepare client welcome letters using Word
• Process accounting transactions for annuity activities
• Perform actuarial calculations related to administration
Requirements:
• Minimum 2 years of relevant experience
• Diploma in Financial Services or relevant education
• Attention to detail and rigorous work ethics
• Robust skills in Microsoft Office Suite
• Knowledge of insured annuities is a plus
Leverage your analytical skills and attention to detail to excel as an Insured Annuities Analyst at iA Financial Group.
J-18808-Ljbffr
📌 Analyst For Insured Annuities At Ia Financial Quebec City (Canada)
🏢 Iaawg
📍 Canada
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.