Administrator, Settlements

Are you passionate about the group savings and retirement sector and eager to contribute to the purpose of a company whose mission is to ensure that its clients feel confident and secure about their future? As an Administrator, Settlements, you will play a key role in managing our clients’ transactions.

This position offers a great opportunity to showcase your skills and fully realize your potential within a caring and trusted organization. Here, people and their development are at the heart of our priorities, fostering a collaborative and innovative work environment.

As an Administrator, Settlements, you will be central to our mission. Your main responsibilities will include:

• Analyzing and completing various transactions required for plan administration;

• Receiving and processing client requests submitted by email;

• Verifying non-financial transactions completed by colleagues;

• Preparing various reports and tax slips for clients and regulatory authorities;

• Contributing to continuous improvement by proposing solutions using Lean tools;

• Participating in the Daily Management System (DMS).

We are looking for someone who:

• Is recognized for their attention to detail and accuracy;

• Stands out for strong communication skills;

• Demonstrates a strong team spirit;

• Has a good knowledge of the Microsoft Office suite;

• Is fully fluent in French, as this position requires the ability to understand, speak, read, and write French on a daily basis for internal communications, documentation, and processes;

• Possesses an intermediate level of English, as the role involves analyzing complex documentation and files, as well as reading and drafting notes, reports, and emails in English on a daily basis with unilingual English-speaking clients and partners.

• A work environment where learning and development go hand in hand with a collective pursuit of excellence;

• A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed;

• The opportunity to work in a hybrid work environment, supported by flexibility and access to inspiring and innovative workspaces;

• Competitive benefits, including telemedicine, an employee and family assistance program, discounts on iA products, and more!

At iA, we believe in potential and value diverse experiences. If this role inspires you, we encourage you to apply—your place may be with us, and we would love to get to know you!

iA Financial Group

iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.

At iA, we’re invested in you.

At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.