Student - Branch Coordinator
- Quebec, QC, Canada
$23.5 to $28.75 CAD / hour · Internship
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Job details
- Pay
- $23.5 to $28.75 CAD / hour
- Job type
- Internship
- Apply by
- Posting language
- English
- Posted
Original job description
Description
Student or internship position / Full time
Build the future with us
Are you passionate about business, finance or accounting? Do you want to contribute to the purpose of a company that aims to ensure its clients feel confident and secure about their future? As a Student - Branch Coordinator, you will play a key role in supporting client service excellence while developing valuable skills in operations, administration, and process improvement.
This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.
What You Will Accomplish With Us
As a Student - Branch Coordinator, you will be at the core of our mission. Here are the main responsibilities:
We are looking for someone who:
Still unsure about applying?
At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!
The typical hiring range for this position is $23.50 to $28,75 CAD per hour; the base salary offered varies depending on years of study and the position status (student or intern). At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.
Student or internship position / Full time
Build the future with us
Are you passionate about business, finance or accounting? Do you want to contribute to the purpose of a company that aims to ensure its clients feel confident and secure about their future? As a Student - Branch Coordinator, you will play a key role in supporting client service excellence while developing valuable skills in operations, administration, and process improvement.
This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.
What You Will Accomplish With Us
As a Student - Branch Coordinator, you will be at the core of our mission. Here are the main responsibilities:
- Process and organize confidential client documentation related to non-financial account updates and account redemptions while ensuring accuracy and compliance;
- Analyze and resolve complex situations using sound judgment and escalation channels when required;
- Communicate effectively with clients and team members through various channels, including telephone, email, and collaboration platforms;
- Support advisors and associates on projects by leveraging tools such as Microsoft Teams and SharePoint;
- Maintain client databases and generate Assets Under Administration (AUA) reports using Microsoft Excel while ensuring data integrity and accessibility;
- Contribute to operational efficiency by leveraging Robotic Process Automation (RPA) tools and macros to automate repetitive tasks;
- Provide informed support by maintaining knowledge of financial products, including RRSPs, TFSAs, mutual funds, and GICs;
- Participate in continuous improvement initiatives by documenting processes, identifying optimization opportunities, and supporting the onboarding and training of new team members.
We are looking for someone who:
- Is currently enrolled in an undergraduate or graduate program in business, finance, accounting, or a related field;
- Is recognized for their time management skills, with the ability to manage multiple priorities simultaneously;
- Stands out for their excellent verbal and written communication skills;
- Demonstrates strong organizational skills;
- Has strong analytical and problem-solving abilities;
- Is familiar with SharePoint and collaborative work environments;
- Is interested in developing knowledge of the financial services industry and may consider pursuing the Canadian Securities Course (CSC);
- Has a proficiency in Microsoft Office Suite (Excel, Word, Outlook, Teams);
- Possesses an advanced level of French proficiency is required, as the incumbent will be required to communicate verbally and in writing with unilingual French-speaking clients on a daily basis;
- Possesses an advanced level of English proficiency, as the individual will be required to communicate verbally and in writing with English-speaking external and internal partners and clients across Canada on a daily basis.
- A work environment where learning and development merge with a collective pursuit of excellence.
- Artificial intelligence is in everyone's hands, enabling you to increase your personal efficiency and supporting the organization's growth.
- A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed.
- The possibility to work in a hybrid environment supported by flexibility and access to inspiring, innovative workspaces.
- Student benefits: Access to internal training, mentoring, involvement in real projects, flexible schedules adapted to studies, and a rewarding experience for your professional journey.
Still unsure about applying?
At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!
The typical hiring range for this position is $23.50 to $28,75 CAD per hour; the base salary offered varies depending on years of study and the position status (student or intern). At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.
More about this job
Responsibilities
Process confidential client documentation, resolve complex service situations, communicate with clients and colleagues, and support advisors on projects. Maintain client databases and AUA reports, use automation tools to improve efficiency, support financial product inquiries, and contribute to process documentation and team onboarding.
Requirements
Applicants must be enrolled in an undergraduate or graduate program in business, finance, accounting, or a related field, and demonstrate strong organization, time management, communication, analytical, and problem-solving skills. Advanced French and English proficiency and familiarity with Microsoft Office and SharePoint are required; interest in the financial services industry and the Canadian Securities Course is noted.
Skills
- Time Management
- Verbal and Written Communication
- Organization
- Analytical Thinking
- Problem-Solving
- SharePoint
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- Microsoft Teams
- Client Service
- Data Integrity
- Process Improvement
- Robotic Process Automation
- Macros
- French and English Proficiency
Benefits
- Internal Training
- Mentoring
- Involvement in Real Projects
- Flexible Schedules Adapted to Studies
- Hybrid Work Environment
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Administrative
- Customer Service & Support
- Data & Analytics
Keywords
- Financial Services
- Client Service
- Confidential Documentation
- Account Updates
- Account Redemptions
- Compliance
- Client Communication
- Microsoft Teams
- SharePoint
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- Assets Under Administration
- Client Databases
- Data Integrity
- Robotic Process Automation
- Macros
- Financial Products
- RRSPs
- TFSAs
- Mutual Funds
- GICs
- Process Improvement
- Onboarding
- Training
- Canadian Securities Course