Administrator, Settlements Team

Build the Future with Us

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

This position represents an excellent opportunity to showcase your skills and fully leverage your potential within a caring and trustworthy organization. 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 an Administrator, Settlements Team, you will be at the heart of our mission. Key responsibilities include:

• Analyze and carry out various transactions required for plan administration;
• Receive and process client requests received by email;
• Review and verify your colleagues’ non-financial transactions;
• Prepare various reports and tax slips for clients and regulatory authorities;
• Contribute to continuous improvement by proposing solutions using Lean tools;
• Participate in the DMS (Daily Management System).

What Could Help Accelerate Your Success in This Role

We Are Looking for Someone Who:

• Stands out for their communication skills;
• Demonstrates a strong ability to learn quickly;
• Has a good ability to manage stress in an evolving environment;
• Displays a positive attitude and strong team spirit;
• Is recognized for their rigor, accuracy, and customer service orientation;
• Has a good knowledge of the Microsoft Office Suite;
• Possesses an intermediate level of English proficiency, as the role requires analyzing documentation and complex files, reading and writing notes, reports, and emails in English, and communicating daily with unilingual English-speaking clients and partners.

Why You'll Love Working with Us

• A work environment where learning and development merge with a collective pursuit of excellence;
• A healthy, safe, fair, and inclusive environment where potential can be expressed and developed freely;
• The opportunity to work in a hybrid environment supported by flexibility and access to inspiring and innovative workspaces;
• Comprehensive benefits.

Apply Now and Take Charge of Your Career Where Your Talent Truly Matters!

Not Sure Whether to Apply?

At iA, we believe in potential and value diverse experiences. If this role inspires you, take the leap and apply – your place may be with us, and we would love to get to know you!
The typical hiring range for this position is between $47,544 and $54,000 CAD per year; the offered base salary may vary based on job-related knowledge, skills, years of experience, and internal equity. At iA, we are committed to providing a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions.

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.