Student plan administrator processing savings and retirement-plan requests for iA Financial Group, an insurer and wealth-management provider.
Preparing compliant client files, entering data, and handling simple financial transactions in a hybrid Canadian role.
Responsibilities
Prepare files to be sent to clients
Review files to ensure compliance
Follow up with clients by email to obtain missing information when required
Enter client information into the system
Process simple financial transactions in the system
Perform various administrative tasks as needed
Requirements
Currently a CEGEP or university student in administration or a related field
Available to work 14–15 hours per week during academic sessions, daytime Monday to Friday
Available to work full-time during the summer
Strong learning agility and curiosity
Ability to effectively manage stress in a fast-paced and evolving environment
Positive attitude, teamwork, attention to detail, and strong organizational skills
Comfortable using the Microsoft Office Suite
Advanced English proficiency for daily verbal and written communication with English-speaking internal and external colleagues and partners across Canada
Excellent French communication skills, both spoken and written
Benefits
Hybrid work environment supported by flexibility and access to inspiring, innovative workspaces
Access to internal training
Mentoring
Involvement in real projects
Flexible schedules adapted to studies
Rewarding experience for your professional journey
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