Overview
Plan Administrator Student at iA Financial Jobs in Toronto, Canada at Iaawg
Contribute to financial security as a Plan Administrator Student with iA Financial Group. This part-time role focuses on administration, processing requests, and communication with clients.
iA Financial Group seeks a motivated student for a part-time role as a Plan Administrator. You will analyze and process requests tied to savings and retirement plans while ensuring compliance and thorough communication with clients. The position offers valuable experience within a supportive and innovative environment.
Key Responsibilities:
• Prepare client files for distribution
• Ensure compliance through file review
• Follow up by email for needed information
• Enter client data into the system
• Process simple financial transactions accurately
Requirements:
• Currently enrolled in a CEGEP or university program
• Availability for 14-15 hours per week
• Strong organizational and communication skills
• Proficient in Microsoft Office Suite
• English proficiency and excellent French skills
Develop your administrative talents while supporting clients at iA Financial Group.
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Title: Plan Administrator Student at iA Financial
Company: Iaawg
Location: Toronto, Canada
Category: