iA Financial Group (Industrial Alliance) · 1 month ago
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.
FinanceIndustrialInsurance
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
Qualification
Required
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
iA Financial Group (Industrial Alliance)
iA Financial Group is one of the largest insurance and wealth management groups in Canada, with operations in the United States.
Funding
Current Stage
Public CompanyTotal Funding
$1.33B2025-06-16Post Ipo Equity· $294.7M
2024-12-02Post Ipo Debt· $284.77M
2024-06-17Post Ipo Debt· $350M
Leadership Team
Recent News
2025-12-18
Business Wire
2025-12-12
Company data provided by crunchbase