Transaction Technician

Socket.dev; Toronto; On-site; CAD 50,000 - 55,000; Full time

Benefits offered by this job

Corporate bonus program

Group insurance

Retirement savings plan

Flexible time off

Wellness programs

Job summary

iA Financial Group in Toronto is seeking a Transaction Technician to handle processing of redemption requests and transactions for individual annuity contracts, ensuring accuracy and compliance.

You will code and update information in systems, manage documentation, and handle a high volume of requests within service standards.

This role offers a hybrid work environment with growth opportunities, corporate bonus programs, and a comprehensive benefits package.

Qualifications

• Experience in administrative, operational, or transaction processing environments is preferred.
• Ability to work accurately with attention to detail and data integrity.
• Strong prioritization, judgement and ability to work under pressure.
• Proficient with common computer applications and systems.
• Intermediate English proficiency for handling client communications daily.

Responsibilities

• Process redemption requests and transactions related to individual annuity contracts while following policies.
• Code and update information in computer systems (contract issuances, deposits, transfers, and other transactions).
• Ensure documentation is accurate and compliant for transaction requests.
• Handle a high volume of diverse requests within service standards and deadlines.
• Support operational quality in a dynamic savings and retirement environment with evolving products and tax rules.

Skills

Administrative experience

Attention to detail

Autonomy

Time management

Computer proficiency

Tools

Microsoft Office

Job description

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, ortransaction-processingenvironment (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.

Location(s)

Toronto / 26 Wellington Street East

Other Possible Location(s)

Company

iA Financial Group

Posting End Date

2026-09-24

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.

Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.