Transaction Support Clerk

Iaawg; Quebec; Hybrid; CAD 42,000 - 54,000; Full time

Benefits offered by this job

Hybrid work environment

Job summary

iA Financial Group seeks a Transaction Support Clerk to process, manage, and route documents and transactions related to individual savings and retirement contracts. You will index client documents, update systems, and handle mail and reports with a focus on accuracy and timely processing.

The role requires 1–2 years of experience and proficiency with Microsoft Office, plus an intermediate English level for client communication.

Qualifications

• Requires 1–2 years of experience in a similar role.
• High school diploma or college diploma in a related field (administration/insurance/financial services) is an asset.
• Proficient with Microsoft Office and strong communication skills in English.

Responsibilities

• Index client documents received by email, fax, and mail into systems.
• Enter and update information in various systems.
• Manage mail and distribute daily reports to department staff.
• Process cheque shipments according to procedures.
• Meet processing deadlines and quality standards.

Skills

Organizational skills

Autonomy

Teamwork

Attention to detail

MS Office

Intermediate English

Education

High school diploma

College diploma in administration/insurance/financial services

Tools

Microsoft Office

Job description

Job Description Build the Future with Us

Do you enjoy administrative support and working in a structured environment where accuracy and attention to detail matter? Would you like to contribute to a company whose purpose is to help clients feel confident and secure about their future? As a Transaction Support Clerk, you will play a key role in processing, managing, and routing documents and transactions related to individual savings and retirement contracts. This position offers an excellent opportunity to showcase your skills and reach your full potential within a caring and trustworthy organization. Here, people and their development are at the heart of everything we do, creating an environment that encourages collaboration and innovation.

What You Will Accomplish With Us

As a Transaction Support Clerk, you will be at the heart of our operations. Your main responsibilities will include:

• Index client documents received by email, fax, and mail into administrative systems and route them to the appropriate transaction teams.
• Enter and update information in various systems.
• Manage mail returned by Canada Post.
• Open, sort, and distribute incoming mail to the department.
• Distribute daily reports to department employees.
• Process cheque shipments according to established procedures.
• Meet processing deadlines and quality standards associated with various tasks.

What Could Help You Succeed in This Role

We are looking for someone who:

• Is able to travel regularly to the office.
• Demonstrates strong organizational skills and the ability to manage multiple priorities.
• Is recognized for their autonomy, attention to detail, and teamwork skills.
• Has 1 to 2 years of experience in a similar role.
• Holds a high school diploma or a college diploma in administration, insurance and financial services, or a related field (an asset).
• Is proficient with Microsoft Office.
• Has an intermediate level of English, as the role involves processing transaction files, responding to clients and internal teams, and communicating daily with clients or financial institutions.

Why You'll Love Working With Us

• A workplace where learning and development are combined with a shared commitment to excellence.
• A healthy, safe, equitable, and inclusive environment where everyone can thrive and grow.
• The opportunity to work in a hybrid environment supported by flexibility and access to inspiring and innovative workspaces.

Location(s)

Quebec / 1080, Grande Allee West Other Possible Location(s)

Posting End Date 2026-09-25

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. * iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto

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.

As a reflection of our employees’ appreciation and engagement, iA once again stands out this year as one of Canada’s top employers according to Forbes.

In 2026, iA Financial Group also ranks 1st among major publicly traded Canadian insurers.

At iA Financial Group, our differences make us unique.

We are committed to supporting and celebrating diversity because we believe that it is by bridging our differences that we will be stronger.

Our employees’ wellbeing is our priority.

We are also committed to creating a stimulating and safe work environment, in addition to offering a real work-life balance with our flexible work model.

As a reflection of our employees’ appreciation, iA has been ranked as one of the top employers in Canada in 2023 by Glassdoor and Forbes.