Senior Administration & Process Optimization Specialist

Job summary

Identify and implement workflow improvements and sustainable business solutions, and develop reports and dashboards that support operational, management, and client needs. Provide hands-on administrative support and subject matter expertise, coach colleagues, and create tools for planning, performance monitoring, and decision-making.

Job details

Job Description Build the future with us Are you passionate about operational excellence and eager to contribute to a company whose purpose is to help clients feel confident and secure about their future? As a Senior Administration & Process Optimization Specialist, you will play a pivotal role in supporting the Client Service Administration team by combining advanced administrative expertise, technical proficiency, and a continuous improvement mindset. Acting as a subject matter expert, you will help enhance daily operations while driving efficiency through process optimization, data insights, technology, automation, and emerging AI solutions. This is a unique opportunity to showcase your expertise and make a meaningful impact within a caring and trusted organization where collaboration, innovation, and professional growth are at the heart of everything we do. What you'll accomplish with us As a Senior Administration & Process Optimization Specialist, you'll be at the core of our mission. Here are the main responsibilities: Identify, recommend, and implement opportunities to streamline workflows, improve operational efficiency, and develop sustainable business solutions. Design, develop, maintain, and optimize reports and dashboards to support operational, management, and client needs. Provide hands-on operational support to the Client Service Administration team during periods of increased workload, staffing challenges, or evolving business priorities. Act as a subject matter expert by coaching, mentoring, and supporting colleagues while contributing to knowledge transfer and continuous learning initiatives. Design and implement business solutions and tools that support strategic planning, objective setting, performance monitoring, and decision-making. What could accelerate your success in this role We're looking for someone who: Demonstrates strong analytical and problem-solving skills and can translate complex operational challenges into practical and effective solutions. Communicates effectively and professionally with stakeholders across various levels of the organization. Thrives in a collaborative environment and enjoys partnering with internal and external stakeholders to implement new processes and technologies. Demonstrates adaptability and agility in responding to changing priorities and business needs. Possesses a continuous improvement mindset with a passion for optimizing processes and enhancing operational performance. Has a strong interest in leveraging data, automation, analytics, and emerging technologies, including AI, to improve business outcomes. Holds a bachelor's degree in Business Administration, Data Science, Statistics, Information Systems, or a related discipline. Has a minimum of four years of experience within the insurance industry, including progressive experience in senior administrative, operational support, or business operations roles. Demonstrates strong knowledge of administrative processes and a solid understanding of end-to-end operational workflows. Has experience applying continuous improvement methodologies such as Lean to drive sustainable operational enhancements. Possesses strong technical capabilities and experience with reporting, analytics, and business productivity tools, including Power BI and Power Automate. ______________________________________________________________________________ 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 $73,000 and $78,000 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 2026-11-06 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

Identify and implement workflow improvements and sustainable business solutions, and develop reports and dashboards that support operational, management, and client needs. Provide hands-on administrative support and subject matter expertise, coach colleagues, and create tools for planning, performance monitoring, and decision-making.

Requirements

Requires a bachelor's degree in Business Administration, Data Science, Statistics, Information Systems, or a related field, plus at least four years of insurance industry experience in senior administration, operational support, or business operations. Candidates should have strong administrative and end-to-end workflow knowledge, Lean continuous improvement experience, and technical proficiency with reporting and analytics tools such as Power BI and Power Automate.

Benefits

• Flexible Group Insurance
• Competitive Pension Plan
• Stock Purchase Plan
• Vacation
• Wellness and Personal Development Days
• Telemedicine
• Employee and Family Assistance Program
• Ergonomic Furniture Program
• Performance Bonus
• Discounts on Company Products

Listed skills

• Process Optimization · Preferred
• Operational Excellence · Preferred
• Data analysis · Preferred
• Power BI · Preferred
• Problem solving · Preferred
• Performance Monitoring · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Process Optimization
• Operational Excellence
• Workflow Improvement
• Business Process Improvement
• Reporting and Dashboard Development
• Data Analysis
• Power BI
• Power Automate
• Automation
• Artificial Intelligence
• Lean Methodologies
• Administrative Operations
• Stakeholder Communication
• Coaching and Mentoring
• Problem-Solving
• Performance Monitoring
• Knowledge Transfer
• Dashboard
• Mentorship
• Communication
• Management
• Operations
• Problem Solving
• Information Systems
• Workflow Management
• Lean Manufacturing
• Decision Making
• Innovation
• Continuous Improvement Process
• Business Administration
• Data Science
• Financial Services
• Adaptability
• Coaching
• Continuous Development
• Customer Service
• Equities
• Market Data
• Strategic Planning
• Emerging Technologies
• Wealth Management
• Business Priorities
• Operational Efficiency
• Statistics
• Business Operations
• Telehealth
• Discounts And Allowances
• Productivity Software
• Operational Performance Management
• Microsoft Power Automate

Job areas

• Administrative
• Management & Leadership
• Data & Analytics
• Customer Service & Support
• Optimization Specialist
• Vice President of Operations
• Managing Directors and Chief Executives
• General and Operations Managers

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