Account Specialist 1

Job summary

The Account Specialist 1 is responsible for analyzing and processing client/broker premium and commission accounts while ensuring regulatory compliance. They also perform daily and monthly general ledger reconciliations and manage financial documentation to support business operations.

Job details

Job Description Build the future with us Are you eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As an Account Specialist 1, you will play a key role in the day-to-day operations of financial administration to ensure the business and corporate deadlines are met, keeping in line with regulatory compliance as well as team and department procedures. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation. This role would be based in Vancouver and would have an in office requirement of 2-3 days in office per week. _____________________________________________________________________________ What you’ll accomplish with us As an Account Specialist 1, you’ll be at the core of our mission. Here are the main responsibilities: Analyze and process client/broker premium and commission accounts. Control high volume data received from the bank for client payments, investigating discrepancies and non-payment with a focus on customer retention. Daily and monthly reconciliation of general ledger accounts. Preparation of daily bank deposit, including generation of corresponding journals. Collaborate with other team members and business units to streamline and document processes. Generation of client refund cheques. Coordination with other Account Specialists to determine rotation of required office tasks. Analyze financial control reports and ensure appropriate action is taken. Preparation of accounting entries and/or manual premium adjustments. Develop and maintain standard financial team documentation for processes and procedures according to specifications within business requirements. ______________________________________________________________________________ What could accelerate your success in this role We’re looking for someone who: · Is known for their excellent organizational skills, planning and time-management skills · Stands out for their ability to multitask and work independently with little supervision · Demonstrates strong ability to work under pressure and respond positively · Is recognized for their excellent written and verbal communication and interpersonal skills · Has 1-2 years of Group Insurance financial experience and knowledge of Accounting Principles and Practices ______________________________________________________________________________ Why you’ll love working with us · A work environment where learning and development merge with a collective pursuit of excellence; · A healthy, safe, fair, and inclusive environment where potential can be freely expressed and developed; · The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces; · Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more! ______________________________________________________________________________ Apply now and get ahead of your career, where your talent really belongs! ______________________________________________________________________________ Still unsure about applying? At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you! ______________________________________________________________________________ The typical hiring range for this position is between $50,000 and $55,000 CAD per year; the base salary offered may vary depending on knowledge, skills, years of experience, and internal equity related to the role. At iA, we are committed to offering a fair, equitable, and market-based compensation structure. Our market data is updated annually to reflect the most current market conditions. Location(s) Vancouver / 988 Broadway West Other Possible Location(s) Company iA Financial Group Posting End Date 2026-10-23 Company Overview 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 25,000 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. * iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto 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 with your needs.

What you’ll do

The Account Specialist 1 is responsible for analyzing and processing client/broker premium and commission accounts while ensuring regulatory compliance. They also perform daily and monthly general ledger reconciliations and manage financial documentation to support business operations.

Requirements

The ideal candidate possesses 1-2 years of experience in Group Insurance financial administration and a solid understanding of accounting principles. Strong organizational, communication, and multitasking skills are required to manage high-volume data and work effectively under pressure.

Benefits

• Flexible group insurance
• Competitive pension plan
• Stock purchase plan
• Vacation days
• Wellness days
• Personal development days
• Telemedicine
• Employee and family assistance program
• Ergonomic furniture program
• Performance bonus
• Discounts on iA products

Listed skills

• Regulatory Compliance · Preferred
• Data analysis · Preferred
• Time management · Preferred
• Multitasking · Preferred
• Communication Skills · Preferred
• interpersonal skills · Preferred
• Documentation · Preferred
• Financial Reporting · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial administration
• Regulatory compliance
• Data analysis
• Reconciliation
• General ledger
• Bank reconciliation
• Customer retention
• Accounting principles
• Group insurance
• Time management
• Multitasking
• Communication skills
• Interpersonal skills
• Documentation
• Financial reporting
• General Ledger Reconciliation
• Organizational Skills
• Planning
• Accounting
• Management
• Business Requirements
• Regulatory Compliance
• Customer Retention
• Discounts And Allowances
• Equities
• Financial Services
• Financial Analysis
• Innovation
• Interpersonal Communications
• Journals
• Market Data
• Operations
• Wealth Management
• Time Management
• Telehealth
• Verbal Communication Skills
• Coordinating
• Trustworthiness

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support
• Account Specialist
• Account Representative (General)
• Retail and Wholesale Trade Managers
• Sales Representatives, Wholesale and Manufacturing, Except Technical and Scientific Products

More jobs from iA Financial Group (Industrial Alliance)