Transaction Clerk

iA Financial Group; Vancouver; Hybrid; CAD 37,000 - 40,000; Full time

Job summary

A leading financial services company is seeking an Administrative Support professional for a 6-month hybrid contract in Metro Vancouver. The role involves indexing documents, managing correspondence, and ensuring deadlines are met. Candidates should have 1-2 years of experience and an intermediate level of English. The compensation ranges from CA$37,000 to CA$40,000 annually and the position ends on September 26, 2025.

Qualifications

• 1 to 2 years of experience in a similar position.
• Knowledge of the Office suite required.

Responsibilities

• Index documents received from clients via different channels.
• Enter information into various systems.
• Manage correspondence returned by Canada Post.
• Open mail received for distribution.
• Distribute daily reports to employees.
• Process check shipments.
• Ensure deadlines are met for each task.

Skills

Attention to detail

Intermediate English

Knowledge of Office Suite

Education

DES or DEC in administration, insurance, financial services

Job description

Overview

Domains: Individual savings and retirement / 6-month contract, Full-time / Montreal, Quebec, Toronto, Vancouver / Mode: Hybrid / Start date: October 13, 2025

Do you enjoy administrative support? Are you known for your attention to detail and your ability to work with different IT tools? We have a position for you! This opportunity will allow you to grow within the individual savings and retirement contract administration team.

Responsibilities

• Index documents received from clients via email, fax, and paper in the software. Workflow to transactional teams.
• Enter information into various systems.
• Manage correspondence returned by Canada Post.
• Open mail received by the department for distribution.
• Distribute daily reports to department employees.
• Process check shipments.
• Ensure that deadlines are met for each task.

Required profile

• DES or DEC in administration, insurance, financial services, or any other related field is an asset.
• 1 to 2 years of experience in a similar position.
• Intermediate level of English, as the person will be required to process transaction files, respond to clients and internal teams, and communicate with clients or financial institutions on a daily basis.
• Knowledge of the Office suite.

Compensation

The typical annual salary for this position ranges from CA$37,000 to CA$40,000. The base salary offered depends on the location and may vary based on skills, job-related knowledge, experience, and internal equity.

At iA, we are committed to offering a fair and market-based compensation structure. Our market data is updated annually to reflect current market conditions.

Location

Location(s): Québec, Québec; Other Possible Location(s): Montreal, Quebec; Toronto, Ontario; Vancouver, British Columbia

Company

iA Financial Group

Posting End Date

2025-09-26

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.

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.