Transaction Technician

iA Financial Group; Quebec; Hybrid; CAD 47,000 - 52,000; Full time

Job summary

A leading financial services firm is seeking a detail-oriented individual for a customer service role. You will manage transaction requests and support clients in both English and French. Ideal candidates possess a college diploma or relevant experience, along with strong communication skills. The position is hybrid and offers a competitive annual salary range of CAD 47,000 to CAD 52,000.

Qualifications

• Must be detail-oriented and demonstrate sound judgment.
• Ability to manage priorities and work under pressure.
• Intermediate level of English and French is required.

Responsibilities

• Manage a variety of transaction requests accurately.
• Enter information into computer systems efficiently.
• Suggest improvements to optimize processes.

Skills

Attention to detail

Communication skills

Team spirit

Customer service orientation

Active listening

Proactive attitude

Education

College diploma (DEC) or one year of relevant experience

Job description

• Other Possible Location(s): Montreal, Quebec; Toronto, Ontario
• Job category: Customer Service and Administrative Support

Domain : Transactions and administration

Type : RRSP season contract

Mode : Hybrid

Are you known for yourattention to detailandimpressive efficiency? Do well-organized administrative tasks give you a real sense of satisfaction? Do you enjoyproactively supporting your teamand contributing to a harmonious work environment?

Then this position is for you!

After a comprehensive training period, you’ll be ready to:

• Manage a variety of transaction requests (purchases, changes, legal designations, etc.) with precision
• Accurately enter information into computer systems
• Handle a high volume of requests within established deadlines
• Suggest improvements to optimize administrative processes

Profile Sought

• College diploma (DEC) or at least one year of relevant experience
• Sharp attention to detail and sound judgment
• Team spirit and autonomy
• Excellent communication and active listening skills
• Quick learner with a proactive attitude
• Motivated, positive, and customer-service oriented
• Intermediate level of English and French, as the role involves frequent interaction with anglophone and francophone clients and teams across Canada, and daily handling of various transaction requests.

This position will allow you to showcase yoursense of priorities, yourability to work under pressure, and yourcommitment to quality. You’ll thrive in astimulating environment, within adynamic and supportive team.

Compensation

The typical salary range for this position is betweenCAD 47,000 and CAD 52,000 annually. The base pay offered depends on location and may vary based on skills, job-related knowledge, experience, and internal equity.

AtiA, we are committed to amarket-based and equitable compensation structure. Our market data is refreshed annually to reflect the most current market conditions.

Apply nowand start a new professional adventure withiA Financial Group!

Invest in your talent by joining our team

See why so many people choose iA!

Company Overview

iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.

With over $235 billion in assets, 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 130 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, write to us . Someone from our team will be happy to assist you.