Reporting to the Manager, Administration, the incumbent is responsible for daily tasks related to the administration of Industrial Alliance Group Savings Plans such.
as DCPP, RRSP, DPSP, Non-Registered and other non-administered contracts Tasks under the incumbent’s responsibility :
Open mail and distribute
Allocate contributions to the members electronically (MS Excel, On-line, pay files and Scanner) and manually
Process new member enrolments under OSCAR system
Process changes requested by members such as change of investment instructions, reallocation of funds, change of beneficiary, etc.
Request missing or incomplete information from contract holders and members : daily written and verbal communications
Issue annual Missing Information Letters / Option forms to member
Ensure that service and quality of operations standards are respected
Adhoc requests from Manager / Teams
Contract Filing As part of his / her daily duties, the incumbent is subject to a very strict schedule in order to meet the daily dead-
lines related to the job under his / her responsibility as well as those of related sectors, such as Accounting, Imaging and the Quebec administrative teams.
Working on a College or University degree in Business Administration or Finance and enrolled in a co-op program
Good keyboarding skills
Speed and quality of execution
Good communication skills
Advanced MS Excel, Word iA Financial Group is committed to fostering a workplace that promotes diversity and inclusion.
We can provide accommodation in our recruitment and selection processes to applicants with disabilities where required. Please contact me and I will work with you to meet your needs.TOR2018