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