Insured Annuities Processing Technician Montreal

Insured Annuities Processing Technician Montreal

09 Nov
|
IA Groupe financier
|
Montreal

09 Nov

IA Groupe financier

Montreal

Process insured annuities accurately with Excel, reconciliations, and administrative expertise in iA Financial Group’s hybrid workplace. Support plan members daily.

As an Insured Annuities Technician, you will provide administrative support for plan members within iA Financial Group. Your work includes transaction processing, file follow-ups, document analysis, and payable perk calculations. You will also interpret contracts and pension regulations while supporting annual administration tasks.

Key Responsibilities:
Enter transactions into financial and administrative systems
Perform reconciliations between various systems
Follow up on annuitant files and requests
Calculate overpayments using Microsoft Excel
Process files involving deceased plan members

Requirements:
College diploma or equivalent related credential
Two to three years of relevant experience
Thorough, accurate, and detail-oriented work style
Strong mathematical and analytical skills
Positive command of Microsoft Office, particularly Excel

Bring accurate processing, analytical judgment, and Excel skills to iA Financial Group’s insured annuities administration team.

📌 Insured Annuities Processing Technician Montreal
🏢 IA Groupe financier
📍 Montreal

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