Administrator, Group Savings and Retirement

Job Description Administration | Quebec City | 1-Year Temporary Contract | Hybrid Work Model | Immediate Start Available Build Your Future With Us Are you passionate about administrative work and looking to contribute to an organization whose mission is to help clients feel confident and secure about their future? As an Administrator, Group Savings and Retirement, you will play a key role in analyzing and processing transactions related to the lifecycle of group savings accounts (e.g., RRSPs, DPSPs, TFSAs, non-registered plans, RRIFs, LIFs, annuities, pension plans, and retirement savings plans), while ensuring compliance with applicable rules and legislation. This position offers an excellent opportunity to showcase your skills and fully realize your potential within a caring and trusted organization. At iA, people and their development are at the heart of everything we do, fostering an environment that encourages collaboration and innovation. What You Will Accomplish With Us As an Administrator, Group Savings and Retirement, you will be at the heart of our mission. Your main responsibilities will include: Processing client transactions using internal systems, from account opening to closure, while ensuring compliance with plan rules and applicable legislation Communicating effectively with clients and internal business partners, both verbally and in writing Maintaining a high level of productivity, accuracy, and organization Meeting financial deadlines and compliance requirements Reviewing and validating non-financial transactions completed by colleagues Providing excellent customer service and ensuring proper follow-up Analyzing straightforward requests and escalating them to specialists when required Preparing reports and tax slips Processing accounting entries Receiving, organizing, and managing incoming paper mail, including cheques What Will Help You Succeed in This Role We are looking for someone who: Holds a college diploma in Financial Services, Administration, or an equivalent combination of education and experience Has at least one year of experience in a similar or related role Is recognized for their attention to detail and accuracy Demonstrates strong organizational and prioritization skills Shows a high level of adaptability and learning agility Is known for delivering outstanding customer service and strong communication skills Has a beginner level of English proficiency, as the role involves responding to emails and communicating daily with English-speaking clients and colleagues Has good knowledge of the Microsoft Office Suite, particularly Excel, as well as group savings products (considered an asset) Why You'll Love Working With Us A work environment where learning and development are combined with a shared pursuit of excellence A healthy, safe, equitable, and inclusive workplace where people are empowered to grow and thrive The opportunity to work in a hybrid environment supported by flexibility and access to inspiring and innovative workspaces Apply Today and Take Charge of Your Career Your talent truly matters here. Not Sure Whether to Apply? At iA, we believe in potential and value diverse experiences and backgrounds. If this opportunity inspires you, take the leap and apply. Your future could be with us, and we'd love the chance to get to know you. Location(s) Quebec / 1080, Grande Allee West Other Possible Location(s) Company iA Financial Group Posting End Date 2026-08-23 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.

The administrator will process group savings transactions, including account openings and closures, while ensuring compliance with legislative rules. They will also manage client communications, prepare reports, and handle accounting entries to support the group savings and retirement team.

Candidates must hold a college diploma in Financial Services or Administration and possess at least one year of relevant experience. Strong organizational skills, attention to detail, and proficiency in Microsoft Office are required for this role.

• Hybrid work model • Learning and development opportunities • Inclusive workplace

• Customer servicePreferred
• Attention to detailPreferred
• Microsoft ExcelPreferred
• CommunicationPreferred
• Data entryPreferred

Identified from the job description. Confirm important requirements above.

• Financial services administration
• Transaction processing
• Compliance
• Data entry
• Customer service
• Communication
• Microsoft Office Suite
• Excel
• Reporting
• Accounting entries
• Organizational skills
• Prioritization
• Adaptability
• Attention to detail
• Report Writing
• Workplace Inclusivity
• Learning Agility
• Microsoft Excel
• Accounting
• Annuities
• Management
• Customer Service
• English Language
• Financial Services
• Innovation
• Microsoft Office
• Wealth Management
• Writing
• Detail Oriented

• Administrative
• Finance & Accounting
• Customer Service & Support
• Savings Counselor
• Administrative Clerk / Coordinator
• General Office Clerks
• Secretaries and Administrative Assistants, Except Legal, Medical, and Executive

Minimum education

College diploma

Minimum experience

0+ years

Apply by

Aug 23, 2026

Posting language

English

Working hours

35 hours per week