Operations Coordinator - Quebec City, Canada - iA Groupe financier / iA Financial Group

iA Groupe financier / iA Financial Group

Verified Company

Quebec City, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Are you familiar with financial products? Do you aspire to a management position? Are you an excellent communicator? Do you want to play a key role on a dynamic team that is committed to effectively meeting its partners' needs? Are you proactive, client-oriented, supportive of your team and able to be responsible for various processes?

The Operations Coordinator is responsible for many processes related to their sector.

Your primary mandate will be to ensure that the client and partner experience matches the company's ambition of optimally meeting the needs of our clients and partners.

To this end, you will be responsible for supervising a service team of approximately 15 technicians who deal primarily with the process of in and out transfers of self-directed accounts and non-financial changes.

Your position will be divided into various functions:

Team management

Responsible for human resources, their development and for ensuring that their segment's objectives are achieved
Plan and supervise the training of incoming employees
Plan skill improvement activities and schedule continuous training activities on topics including new procedures, policies, laws, products, etc.
Help recruit and develop employees, and contribute to annual employee performance appraisal meetings
Develop and encourage critical thinking within your team

Client and partner relations

Follow up with clients, advisors, financial institutions, etc. on files requiring additional explanations or adjustments to our typical practices, including the assessment of financial impacts
Work in close collaboration with different process teams
Suggest and implement changes to our standards and procedures

Strategic process evolution

Supervise LEAN activities while ensuring that daily meetings (DMSs) are conducted effectively, and ensure that team members take responsibility for problem solving
Ensure that our service standards and the quality of the transactions we perform are respected
Research methods for improving the quality, efficiency and productivity of our operations while reviewing and analyzing the potential for automating tasks or certain steps of the processes
Ensure that adequate controls are implemented
Stay abreast of the latest legislative developments
Understand and measure the financial risk involved in transaction requests and approve requests for highrisk transactions
Take charge of more complex files and contact the various partners involved
Contribute to the evolution of business processes and mobilize your team to achieve the resulting objectives

Desired profile:

Bachelor's degree in administration, finance, accounting or a related field
Four to five years of related experience in the financial field, including one to three years in human resources management
Prioritization skills and a mind for analysis and synthesis
Investment Funds in Canada (IFC) course (asset)
Indepth knowledge of regulations governing registered products (asset)
Excellent command of French and English, written and spoken

Are you known for your organizational skills, independence, analytical and summary skills, ability to prioritize and ability to work under pressure?

Don't wait any longer, introduce yourself

Company Overview:

About:

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 50,000 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.

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.