iA Pension
The Nominee Estate Specialist supports the settlement and administration of estate accounts, ensuring accurate and compliant processing of transactions for clients and advisors. This role involves managing complex estate files, verifying documentation, and resolving discrepancies to facilitate efficient estate processing. The position requires strong attention to detail, excellent communication skills, and a deep understanding of estate administration practices and financial regulations.
iA Pension is the financial advisor portal of iA Groupe financier (Industrielle Alliance), offering group retirement and savings products across Canada, including the Voluntary Retirement Savings Plan (RVER) for Quebec. The platform provides financial advisors with tools, resources, and online RVER application capabilities to support client prospecting and plan setup. iA Groupe financier operates as a personal insurance company with over 60 years of experience in group savings and retirement.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for iA Pension.
iA Pension didn’t post a salary, so this is our estimate from similar listings.
47% above the average for this role