Transaction Technician, Team Elite & Advanced Cases

iA Financial Group; Quebec; Hybrid; CAD 40,000 - 60,000; Full time

Job summary

A leading Canadian financial services firm is seeking a Transaction Technician to join their Elite and Advanced Cases team. This role involves performing administrative tasks for complex transactions and requires strong analytical skills, attention to detail, and the ability to work well under pressure. The position offers an opportunity to enhance your knowledge in a dynamic environment. If you're interested, apply now to be part of this diverse and inclusive workplace.

Qualifications

• Knowledge of processes in individual savings and retirement administration.
• Ability to meet transaction quality requirements.
• Comfort with different computer systems.

Responsibilities

• Perform administrative tasks for complex transactions.
• Accurately input information into computer systems.
• Handle complex requests efficiently.

Skills

Analytical skills

Attention to detail

Priority management

Ability to work under pressure

Tools

Computer systems

Job description

Transaction Technician, Team Elite & Advanced Cases

• Job category: Customer Service and Administrative Support

Business Unit: Transactional Processes, Individual Savings and Retirement/ Quebec/ Montreal/ Toronto/ Vancouver/ Permanent/ Full time/ Start date: as soon as possible

Are you known for your meticulous mind and analytical skills? Would you like to have an administrative position where your professional skills will be put to good use in a high-performance environment?

Look no further, we've got the job for you!

We are seeking a Transaction Technician to join the Elite and Advanced Cases team within the Individual Savings and Retirement administration team.

This role will allow you to:

• Perform administrative tasks and process various requests for complex transactions of individual contracts, ensuring compliance with policies and procedures;
• Accurately codify information into computer systems (issues, deposits, changes, surrenders, etc.) while verifying documentation related to transactions;
• Utilize your expertise and precision in processing transactions for exclusive services;
• Handle complex and varied requests efficiently within established timelines in a dynamic environment where products and tax laws evolve rapidly;
• Contribute to the continuous improvement of processes and procedures;
• Enhance your knowledge through ongoing learning about various processes.

You are the ideal candidate if:

• You possess medium to high complexity knowledge of one or more processes in individual savings and retirement administration;
• You meet the transaction quality requirements of your current role;
• You are comfortable working with different computer systems;
• You demonstrate good judgment, autonomy, attention to detail, and excellent priority management skills;
• You are a quick learner and can work effectively under pressure;
• You work well independently and as part of a team.

If you're interested and want to join our dynamic pan-Canadian team, apply now!

Invest in your talent by joining our team

Discover why many choose iA!

Company Overview

iA Financial Group, with over 10,000 employees, has earned the trust of more than five million clients and 50,000 advisors across insurance, savings, and wealth management services.

With assets exceeding $235 billion, we are a leading player in the financial services industry in Canada and the U.S. Our success stems from investing in our people, supporting our employees, and partnering with industry leaders for over 130 years.

At iA, we’re invested in you.

Our commitment to Diversity and Inclusion

We celebrate diversity and aim to create an inclusive workplace for all, regardless of ethnicity, nationality, language, religion, gender, sexual orientation, age, marital status, family situation, or disability.

If you need assistance during the recruitment process to improve accessibility, please contact us. We are happy to help.