Transaction technician

iA Financial Group; Quebec; On-site; CAD 40,000 - 70,000; Full time

Job summary

Join a forward-thinking company as a Transaction Technician in a dynamic administrative role. This position offers a unique opportunity to leverage your meticulous skills while processing transaction requests for individual annuity contracts. You'll play a vital role in ensuring compliance with policies and procedures, while also contributing to process improvements. With a supportive team environment and a commitment to diversity and inclusion, this role is perfect for detail-oriented individuals looking to make a significant impact. Embrace the chance to grow your career in a key player in the financial services industry!

Qualifications

• Strong attention to detail and ability to work under pressure.
• Intermediate knowledge of English for documentation and communication.

Responsibilities

• Process transaction requests for individual annuity contracts.
• Code information in systems while ensuring compliance.
• Participate in improving existing processes.

Skills

Attention to detail

Judgment

Autonomy

Priority management

Intermediate English

Tools

Computer tools

Job description

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

Business unit: Individual Savings and Retirement/ Temporary (12 months)/ Full-time/ Hybrid/ Start date: as soon as possible

Are you known for your meticulous mind and eagle eye? Would you like to work in an administrative position where your professional skills are put to good use? We've got just the job for you!

We're looking for a Transaction Technician for a 12-month contract, who will work under the supervision of the Assistant Manager, Transactional Processes, Individual Savings and Retirement.

After a few weeks of training, you'll be able to:

1. Contribute your expertise to the administrative tasks involved in processing various transaction requests for individual annuity contracts, in compliance with the policies and procedures in force;
2. Put your meticulous mind to good use by coding information in the computer systems (redemptions, deposits, changes to contracts, etc.) while ensuring compliance with all applicable regulations;
3. Process a wide variety of requests, in large numbers and within established deadlines, in an individual savings and retirement environment where products evolve rapidly and tax laws are frequently updated;
4. Participate, where necessary, in the continuous improvement of existing processes and procedures.

You're the person we're looking for if:

1. You are comfortable using various computer tools;
2. You demonstrate good judgment, autonomy and attention to detail, as well as excellent priority management skills;
3. You have a good capacity for learning and for working under pressure;
4. You work well alone and as part of a team;
5. You have an intermediate knowledge of the English language, as you will be required to consult English-language documentation, speak by videoconference and exchange e-mails with English-speaking colleagues, as well as carry out tasks as part of a pan-Canadian team on a daily basis;
6. You are available 35 hours a week, Monday to Friday.

Does this offer appeal to you and would you like to be part of a dynamic team? Apply now!

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.