Transaction Technician

iA Financial Group; Toronto; Hybrid; CAD 50,000 - 55,000; Full time

Benefits offered by this job

Group insurance

Retirement savings plan

Flexible time off

Wellness programs

Job summary

iA Financial Group in Toronto, Ontario invites you to join as a Transaction Technician, where you will process individual annuity contract transactions, ensuring accuracy and regulatory compliance. You’ll handle redemption requests, updates in systems, and documentation, supporting clients and financial institutions with high service standards.

We value detail-oriented, autonomous professionals who can prioritize tasks, learn quickly, and thrive in a hybrid work environment with competitive

Qualifications

• Experience in administrative, operational, or transaction-processing environment considered an asset.
• Intermediate English proficiency required to communicate with clients and internal teams.

Responsibilities

• Process redemption requests and transactions for individual annuity contracts.
• Code and update information in computer systems (issuances, deposits, transfers).
• Ensure accuracy and compliance of transaction documents.
• Process a high volume of diverse requests within service standards and deadlines.
• Support operational quality in a dynamic savings/retirement environment with evolving tax regulations.

Skills

Attention to detail

Autonomy

Prioritization

Learning quickly

Office software proficiency

Tools

MS Office

Job description

Build the Future With Us

Are you passionate about the savings and retirement industry and eager to contribute to a company whose purpose is to help clients feel confident and secure about their future? As a Transaction Technician, you will play a key role in processing transactions related to individual annuity contracts, ensuring the accuracy, compliance, and efficiency of administrative operations that support our clients and business partners.

This position is an excellent opportunity to showcase your skills and fully realize your potential within a caring and trusted organization. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

What You’ll Accomplish With Us

As a Transaction Technician, you’ll be at the core of our mission. Your main responsibilities will include:

• Providing administrative expertise in processing various redemption requests and transactions related to individual annuity contracts while adhering to established policies and procedures.
• Applying your attention to detail by coding and updating information in computer systems (contract issuances, deposits, transfers, and other transactions).
• Ensuring the accuracy and compliance of documentation associated with transaction requests.
• Processing a high volume of diverse requests within established service standards and deadlines.
• Contributing to operational quality in a fast-paced individual savings and retirement environment where products evolve rapidly and tax regulations are frequently updated.

What Could Accelerate Your Success in This Role

We’re looking for someone who:

• Is able to commute to the office and work on-site on a daily basis.
• Is recognized for their proficiency with various computer applications and systems.
• Stands out for their accuracy, meticulousness, and attention to detail.
• Demonstrates excellent judgment, autonomy, and strong prioritization skills.
• Is known for their ability to learn quickly and work effectively under pressure.
• Has relevant experience in an administrative, operational, or transaction-processing environment (considered an asset).
• Has an intermediate level of English proficiency, as the incumbent will be required to process transaction files, respond to clients and internal teams, and communicate with clients or financial institutions on a daily basis.

Why You’ll Love Working With Us

• A work environment where learning and development merge with a collective pursuit of excellence.
• A healthy, safe, fair, and inclusive environment where potential can flourish and be fully developed.
• The opportunity to work in a hybrid environment supported by flexibility and access to inspiring and innovative workspaces.

The typical hiring range for this position is between $50,000 and $55,000; base salary may vary depending on knowledge, skills, years of experience, and internal equity. In addition to base compensation, this position may be eligible for a corporate bonus program and a comprehensive benefits package, including group insurance, a retirement savings plan, flexible time off, and wellness programs.