Branch Coordinator

iA Financial Group (Industrial Alliance)

. Process and organize confidential client documentation related to non-financial account updates and account redemptions .

Posted 10/5/2026full-timeQuebec City • CanadaEntry Level💰 CA$24 - CA$29 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates proficiency in managing client documentation and ensuring compliance while utilizing Microsoft Office Suite and Robotic Process Automation tools. Possesses strong analytical, organizational, and communication skills, with advanced proficiency in both French and English.

Highest-signal resume keywords

Robotic Process AutomationMicrosoft ExcelClient Documentation ManagementAdvanced French ProficiencyFinancial Products Knowledge

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data IntegrityDocumentation OptimizationClient Database MaintenanceAssets Under Administration ReportingFinancial Account UpdatesAccount RedemptionsAnalytical Problem-SolvingTime ManagementOrganizational SkillsMicrosoft Office Suite

Soft Skills

Verbal CommunicationWritten CommunicationCollaborationJudgmentEscalation Management

Tools & Technologies

Microsoft TeamsSharePointCollaboration PlatformsMacros

Industry Keywords

Financial ServicesRRSPsTFSAsMutual FundsGICs

Tech Stack

Tools & technologies

RPA

About the role

Key responsibilities & impact

Process and organize confidential client documentation related to non-financial account updates and account redemptions
Ensure accuracy and compliance of client documentation
Analyze and resolve complex situations using judgment and escalation channels
Communicate with clients and team members by telephone, email, and collaboration platforms
Support advisors and associates on projects using Microsoft Teams and SharePoint
Maintain client databases and generate Assets Under Administration reports using Microsoft Excel
Ensure data integrity and accessibility
Use Robotic Process Automation tools and macros to automate repetitive tasks
Maintain knowledge of financial products, including RRSPs, TFSAs, mutual funds, and GICs
Document processes and identify optimization opportunities
Support onboarding and training of new team members

Requirements

What you’ll need

Currently enrolled in an undergraduate or graduate program in business, finance, accounting, or a related field
Strong time management skills and ability to manage multiple priorities
Excellent verbal and written communication skills
Strong organizational skills
Strong analytical and problem-solving abilities
Familiarity with SharePoint and collaborative work environments
Interest in developing knowledge of the financial services industry
Proficiency in Microsoft Office Suite, including Excel, Word, Outlook, and Teams
Advanced French proficiency required for daily verbal and written communication with unilingual French-speaking clients
Advanced English proficiency required for daily verbal and written communication with English-speaking external and internal partners and clients across Canada

Benefits

Comp & perks

Hybrid work environment with flexibility and access to innovative workspaces
Internal training
Mentoring
Involvement in real projects
Flexible schedules adapted to studies
Healthy, safe, fair, and inclusive work environment
Learning and development opportunities