03 Aug
|
iA Financial Group (Industrial Alliance)
|
Quebec City
03 Aug
iA Financial Group (Industrial Alliance)
Quebec City
Become an Administrator on iA's Settlements Team, focused on client transactions in the group savings sector. This hybrid role offers growth in a supportive setting.
Your primary responsibilities will revolve around overseeing transactions, processing client emails, and preparing essential reports. With your robust communication abilities and customer service orientation, you will ensure smooth operations within the team. This role is essential in helping clients feel secure about their financial futures while fostering a team-oriented atmosphere.
Key Responsibilities:
• Execute various transactions for effective plan administration
• Handle client requests via email proficiently
• Verify non-financial transactions conducted by colleagues
• Create reports and tax slips for regulatory purposes
• Engage in continuous improvement proposals using Lean tools
Requirements:
• Outstanding communication skills for effective service
• Quick learner adaptable to evolving situations
• Proficient in Microsoft Office applications
• Intermediate English skills for client communications
• Rigor and accuracy in transaction management
Help iA clients achieve their retirement goals by leveraging your administrative expertise.
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📌 Administrator For Client Transactions At Ia Quebec City
🏢 iA Financial Group (Industrial Alliance)
📍 Quebec City