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Life Events Analyst
iA Financial Group (Industrial Alliance). Analyze death notifications and related documentation .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical skills and attention to detail in reviewing legal documents and financial transactions, while ensuring compliance with provincial laws and regulations. Proficient in processing pension division calculations and payments, with effective communication and collaboration skills to engage with clients and internal teams.
Highest-signal resume keywords
Analytical SkillsPension Division CalculationsLegal Document InterpretationCollaborationAdvanced French
ATS Keywords
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Hard Skills
Pension Division PaymentsDecumulation PlansFinancial Transaction ProcessingTax Slip IssuanceCalculations Accuracy
Soft Skills
Attention to DetailEffective Communication
Tools & Technologies
Multiple Payment Systems
Industry Keywords
GSR ProductsProvincial LegislationBeneficiary DeterminationBankruptcy DocumentationGarnishment Payments
About the role
Key responsibilities & impact- Analyze death notifications and related documentation
- Review member files and legal documents to determine beneficiaries and tax implications
- Analyze separation agreements and process pension division payments
- Perform pension division calculations under provincial legislation
- Apply legislation and perform calculations for decumulation plans
- Analyze locked-in account unlocking requests and determine eligibility
- Review documentation for bankruptcy and garnishment payments
- Communicate with members and clients to obtain missing information
- Collaborate with internal teams on complex cases
- Process payments across multiple systems while meeting service standards
- Issue tax slips according to legislative requirements
- Analyze rejection and exception reports and take appropriate action
- Perform peer reviews of analyses and financial transactions
- Determine beneficiaries or recipients in death, bankruptcy, and garnishment cases
- Assess documentation compliance and completeness for unlocking locked-in funds
Requirements
What you’ll need- Strong analytical skills and attention to detail
- Ability to interpret legal documents and apply provincial laws and regulations
- High degree of accuracy in calculations and financial transaction processing
- Collaboration and effective communication with clients and internal partners
- Knowledge of GSR products and pension-related legislation
- Advanced level of French
Benefits
Comp & perks- Learning and development opportunities
- Hybrid work environment
- Flexible work arrangements
- Access to inspiring and innovative workspaces
- Healthy, safe, equitable, and inclusive work environment
- Artificial intelligence tools supporting personal effectiveness and organizational growth