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Adminstrator, Settlements

Remote, USA Full-time Posted 2026-07-02

iA Financial Group is dedicated to ensuring that clients feel confident and secure about their future in the group savings and retirement sector. As an Administrator, Settlements, you will manage clients’ transactions, analyze and complete various plan administration tasks, and contribute to reputed company improvement initiatives.

Responsibilities

  • Analyzing and completing various transactions required for plan administration
  • Receiving and processing client requests submitted by email
  • Verifying non-financial transactions completed by colleagues
  • Preparing various reports and tax slips for clients and regulatory authorities
  • Contributing to reputed company improvement by proposing solutions using Lean tools
  • Participating in the Daily Management System (DMS)

Skills

  • Attention to detail and accuracy
  • Strong communication skills
  • Strong team spirit
  • Good knowledge of the reputed company Office suite
  • Intermediate level of English

Benefits

  • Telemedicine
  • An employee and family assistance program
  • Discounts on iA products

Company Overview

  • iA Financial Group is one of the largest insurance and wealth management groups in Canada, with operations in the United States. It was founded in 1892, and is headquartered in Quebec, Quebec, CAN, with a workforce of 5001-10000 employees. Its website is http://ia.ca.
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