WFG- Administration (Student)
About the role
Description WFG Admin (Summer Student) Build the future with us Are you driven by delivering accurate, high-quality administrative support and eager to contribute to an organization that helps clients feel confident and secure about their financial future? As a WFG Admin (Summer Student) , you will play a key role in supporting daily administrative and operational activities related to client onboarding and mutual fund processing.
This position is a great opportunity to showcase your attention to detail, organizational skills, and interest in the financial services industry while gaining hands-on experience in a fast-paced and collaborative environment. Here, people and their development are at the heart of our priorities, fostering an environment that encourages teamwork, learning, and continuous improvement.
What You’ll Accomplish With Us As a WFG Admin (Summer Student) , you’ll be at the core of our administrative operations. Your main responsibilities will include:
- Ensuring the proper and timely placement of electronic documents while meeting daily processing deadlines
- Processing non-financial requests accurately and efficiently
- Performing data entry by setting up clients and Know Your Client (KYC) information in the back-office system (Winfund)
- Preparing daily transaction documents
- Working closely with the Client Services team as well as the dealer’s Head Office
- Communicating with various fund companies as required
- Completing other administrative duties as assigned
What Could Accelerate Your Success In This Role We’re looking for someone who:
- Is known for their strong attention to detail and accuracy in data entry
- Stands out for their organizational skills and ability to manage multiple priorities
- Demonstrates a positive, energetic, and collaborative work ethic
- Is recognized for their ability to work effectively within a close-knit team
- Has experience or academic exposure to mutual fund operations or financial administration (an asset)
- Has knowledge of mutual fund administration concepts such as trade processing, settlement, trust accounting, and registered plans (RSP, TFSA, etc.)
- Has familiarity with Winfund, Synergize, and Fundserv (considered an asset)
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
- Hands-on experience within the financial services industry, ideal for students looking to build practical skills
- The opportunity to work in a collaborative and supportive team environment
Compensation: The typical hiring range for this position is between $18.50 and $28.00 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.
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!
About iA Groupe financier / iA Financial Group
iA Financial Group is one of the largest insurance and wealth management groups in Canada, with operations in the United States. Founded in 1892, it is an important Canadian public company and is listed on the Toronto Stock Exchange under the ticker symbols IAG (common shares) and IAF (preferred shares).
WFG- Administration (Student)
About the role
Description WFG Admin (Summer Student) Build the future with us Are you driven by delivering accurate, high-quality administrative support and eager to contribute to an organization that helps clients feel confident and secure about their financial future? As a WFG Admin (Summer Student) , you will play a key role in supporting daily administrative and operational activities related to client onboarding and mutual fund processing.
This position is a great opportunity to showcase your attention to detail, organizational skills, and interest in the financial services industry while gaining hands-on experience in a fast-paced and collaborative environment. Here, people and their development are at the heart of our priorities, fostering an environment that encourages teamwork, learning, and continuous improvement.
What You’ll Accomplish With Us As a WFG Admin (Summer Student) , you’ll be at the core of our administrative operations. Your main responsibilities will include:
- Ensuring the proper and timely placement of electronic documents while meeting daily processing deadlines
- Processing non-financial requests accurately and efficiently
- Performing data entry by setting up clients and Know Your Client (KYC) information in the back-office system (Winfund)
- Preparing daily transaction documents
- Working closely with the Client Services team as well as the dealer’s Head Office
- Communicating with various fund companies as required
- Completing other administrative duties as assigned
What Could Accelerate Your Success In This Role We’re looking for someone who:
- Is known for their strong attention to detail and accuracy in data entry
- Stands out for their organizational skills and ability to manage multiple priorities
- Demonstrates a positive, energetic, and collaborative work ethic
- Is recognized for their ability to work effectively within a close-knit team
- Has experience or academic exposure to mutual fund operations or financial administration (an asset)
- Has knowledge of mutual fund administration concepts such as trade processing, settlement, trust accounting, and registered plans (RSP, TFSA, etc.)
- Has familiarity with Winfund, Synergize, and Fundserv (considered an asset)
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
- Hands-on experience within the financial services industry, ideal for students looking to build practical skills
- The opportunity to work in a collaborative and supportive team environment
Compensation: The typical hiring range for this position is between $18.50 and $28.00 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.
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!
About iA Groupe financier / iA Financial Group
iA Financial Group is one of the largest insurance and wealth management groups in Canada, with operations in the United States. Founded in 1892, it is an important Canadian public company and is listed on the Toronto Stock Exchange under the ticker symbols IAG (common shares) and IAF (preferred shares).