Service Coordinator
iA Financial Group is a leading financial services company in Canada and the United States. As a Service Coordinator, you will provide administrative support to the Group Insurance team, managing report requests, preparing presentations, and ensuring effective electronic file management.
Responsibilities
- Manage report requests
- Prepare presentations and meeting materials, kits, letters, PowerPoint slides, and similar documents using layout, formatting, and data entry skills
- Ensure electronic file management via SharePoint, upload necessary documents, and oversee archiving organization
- Manage and update internal and external contact lists as well as internal lists (case lists, NPS, SLA, etc.)
- Keep all presentation materials for Growth and Retention teams up to date, ensuring templates reflect the latest marketing assets and brand image
- Assist in managing the general inbox for the Activities Support, Reporting, and Analytics team, as well as our online form
- Handle endorsement requests of simple to medium complexity
Skills
- Holds a diploma in administration, financial services, insurance, or a related field
- Has 1 to 2 years of experience in group or individual insurance
- Is recognized for rigor, attention to detail, and analytical skills
- Has advanced knowledge of Microsoft Office Suite (PowerPoint, Word, Outlook, Excel, Teams)
- Possesses excellent written and verbal communication skills
- Has intermediate proficiency in English (oral and written), as you will need to communicate weekly in English (30–50% of the time) with internal and external support teams, service teams, and sales teams in group benefits and retirement savings
Benefits
- Flexible group insurance
- Competitive pension plan
- Stock purchase plan
- Vacation and wellness days
- Telemedicine
- Employee and family assistance program
- Ergonomic furniture program
- Performance bonus
- Discounts on iA products
Company Overview