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Administrateur(trice), Équipe Règlements

  • Montreal, QC, Canada
  • Quebec, QC, Canada

Full-time

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Job details

Job type
Full-time
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Posting language
English · French
Posted

Original job description

English section of this bilingual listing.

Location(s)

Other Possible Location(s)

Company

Posting End Date

Company Overview

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.

Our Commitment to Diversity and Inclusion

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.

Technology and Artificial Intelligence in Recruitment

To optimize and support our recruitment process, iA Financial Group may use certain technological tools, including artificial intelligence. These tools support the work of our recruiters but do not replace their judgment. All hiring decisions continue to be made by authorized individuals within the organization. For more information, please refer to our Privacy Notice.

Read the full bilingual original

Job Description

Bâtissez l’avenir avec nous

 

Vous êtes animé(e) par le secteur de l’épargne et retraite collectives et souhaitez contribuer à la raison d’être d’une entreprise qui vise à ce que ses clients soient en confiance et sécurisés par rapport à leur avenir? En tant qu’Administrateur(trice), Équipe Règlements, vous jouerez un rôle clé dans les transactions de nos clients.


Ce poste représente une belle occasion de mettre en valeur vos compétences et d’exploiter pleinement votre potentiel au sein d’une entreprise bienveillante et fiable. Ici, l’humain et son développement sont au cœur des préoccupations, favorisant ainsi un environnement propice à la collaboration et à l’innovation.

Ce que vous accomplirez avec nous

En tant qu’Administrateur(trice), Équipe Règlements, vous serez au cœur de notre mission. Voici les principales responsabilités :

  • Analyser et effectuer diverses transactions nécessaires à l’administration du régime;
  • Recevoir et traiter les demandes de nos clients reçues par courriel;
  • Vérifier les transactions non financières de tes collègues;
  • Préparer divers rapports et feuillets d’impôt pour les clients et les différentes autorités;
  • Contribuer à l’amélioration continue en proposant des solutions à l’aide des outils Lean;
  • Participer au DMS (Daily Management System)

Ce qui pourrait accélérer votre succès dans ce poste 

Nous cherchons une personne qui :

  • Se démarque pour ses habiletés en communication;
  • Démontre une grande facilité d’apprentissage
  • Possède une bonne capacité à gérer le stress dans un environnement en évolution
  • Fait preuve d’une attitude positive et d’un fort esprit d’équipe
  • Est reconnue pour sa rigueur, sa précision et son sens du service à la clientèle
  • Détient une bonne connaissance de la suite Office;
  • Possède un niveau de connaissance intermédiaire de la langue anglaise puisque la personne sera amenée à analyser de la documentation et des dossiers complexes, lire et rédiger des notes, rapports et courriels en anglais, auprès de clients et partenaires unilingues anglophones, sur une base quotidienne.

Pourquoi vous aimerez travailler avec nous

  • Un environnement de travail où l’apprentissage et le développement fusionnent avec une quête collective d’excellence;
  • Un environnement sain, sécuritaire, équitable et inclusif où le potentiel peut s’exprimer et se développer librement; 
  • La possibilité de travailler dans un environnement de travail hybride, soutenu par la flexibilité et l'accès à des espaces de travail inspirants et innovants.
  • Des avantages sociaux.

Postulez dès maintenant et prenez les devants de votre carrière, là où votre talent compte vraiment!

Vous hésitez à postuler ?

Chez iA, nous croyons au potentiel et valorisons la diversité des expériences. Si ce rôle vous inspire, osez postuler – votre place est peut-être avec nous et nous voulons vous connaitre!

Location(s)

Quebec / 1080, Grande Allee West

Other Possible Location(s)

Montreal / 1981 McGill College Avenue


Company

iA Financial Group

Posting End Date

2026-11-17

Company Overview

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.

* iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto 

Our Commitment to Diversity and Inclusion

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.



Technology and Artificial Intelligence in Recruitment


To optimize and support our recruitment process, iA Financial Group may use certain technological tools, including artificial intelligence. These tools support the work of our recruiters but do not replace their judgment. All hiring decisions continue to be made by authorized individuals within the organization. For more information, please refer to our Privacy Notice.

More about this job

Responsibilities

The administrator will analyze and process plan administration transactions and verify non-financial transactions performed by colleagues. They will also prepare tax reports and contribute to continuous improvement initiatives using Lean tools.

Requirements

The ideal candidate possesses strong communication skills, the ability to learn quickly, and the capacity to manage stress in an evolving environment. Proficiency in the Microsoft Office suite and an intermediate level of English are required for handling complex documentation and client interactions.

Skills

  • Communication
  • Learning agility
  • Stress management
  • Teamwork
  • Customer service
  • Microsoft Office
  • English proficiency
  • Lean methodology
  • Data analysis
  • Reporting
  • Transaction processing

Benefits

  • Hybrid work environment
  • Professional development opportunities
  • Inclusive work environment
  • Social benefits

Visa sponsorship

Not detected in the job text

Categories

  • Finance & Accounting
  • Administrative
  • Customer Service & Support

Keywords

  • Administration
  • Savings and Retirement
  • Lean
  • Daily Management System
  • Tax slips
  • Financial services
  • Client service
  • Transaction processing
  • Microsoft Office
  • Reporting
  • Hybrid work
  • Continuous improvement

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