Transaction Technician

Jobtailor; Quebec; On-site; CAD 42,000 - 64,000; Full time

Job summary

Jobtailor in Canada seeks a detail-oriented administrator to handle transactions for individual annuity contracts. You will process redemption requests, update systems, and ensure documentation accuracy while meeting service standards in a fast-paced environment.

The role requires on-site daily work, intermediate English, and the ability to communicate with clients and financial institutions. Prioritization and autonomy are essential for success.

Qualifications

• Experience in an administrative, operational, or transaction-processing environment is an asset.
• Ability to process transaction files, respond to clients and internal teams, and communicate daily with clients or financial institutions.
• Intermediate English proficiency.

Responsibilities

• Process redemption requests and transactions related to individual annuity contracts.
• Code and update information in computer systems, including contract issuances, deposits, transfers, and other transactions.
• Ensure accuracy and compliance of documentation associated with transaction requests.
• Process a high volume of diverse requests within established service standards and deadlines.
• Contribute to operational quality in a fast-paced individual savings and retirement environment.
• Follow established policies and procedures while supporting clients and business partners.

Skills

Attention to detail

Client communication

Autonomy

Prioritization

Intermediary English

Tools

Computer applications proficiency

Transaction file processing

Documentation accuracy

Annuity contract management

Job description

• Process redemption requests and transactions related to individual annuity contracts
• Code and update information in computer systems, including contract issuances, deposits, transfers, and other transactions
• Ensure accuracy and compliance of documentation associated with transaction requests
• Process a high volume of diverse requests within established service standards and deadlines
• Contribute to operational quality in a fast-paced individual savings and retirement environment
• Follow established policies and procedures while supporting clients and business partners

Requirements

• Able to commute to the office and work on-site daily
• Proficiency with various computer applications and systems
• Accuracy, meticulousness, and attention to detail
• Excellent judgment, autonomy, and prioritization skills
• Ability to learn quickly and work effectively under pressureRelevant experience in an administrative, operational, or transaction-processing environment is considered an asset
• Intermediate English proficiency
• Ability to process transaction files, respond to clients and internal teams, and communicate daily with clients or financial institutions

Core Competencies

Demonstrates proficiency in processing transaction requests and maintaining compliance in documentation within a fast-paced operational environment. Exhibits strong attention to detail and effective communication skills to support clients and business partners.

Highest-signal resume keywords

• Transaction Processing
• Attention To Detail
• Operational Quality
• Client Communication
• Intermediate English Proficiency

Hard Skills

• Computer Applications Proficiency
• Transaction File Processing
• Documentation Accuracy
• Annuity Contract Management

Soft Skills

• Excellent Judgment
• Autonomy
• Prioritization Skills
• Ability To Learn Quickly
• Work Under Pressure

Industry Keywords

• Individual Annuity Contracts
• Service Standards
• Operational Environment
• Compliance