Our current job postings

Transaction Technician 3 - Death Claims

  • Employer: iA Financial Group
  • Office: 400-988 Broadway West
  • City: Vancouver
  • Province: British Columbia
  • Job category: Customer Service and Administrative Support
  • Job ID: JR10011113
  • Job type: Permanent Job Full time
  • Apply before: 2021-12-09

Description

Are you known for your analytical skills and discipline? Do you enjoy administrative tasks that require detailed analysis for each file?

If so, we have the ideal job for you!

Our Individual Savings and Retirement transactional processes team is looking for a death benefits transaction technician.

In your new role, you will process several types of requests pertaining to a death. Specifically, you will:

  • Manage the receipt of requests in the workflow

  • Analyze requests and make sure they are compliant

  • Perform the necessary investigations when requests are not compliant and liaise with advisors

  • Analyze files in their entirety in order to make a final decision

  • Code transactions in the various computer systems

  • Contribute to the continuous improvement of the sector’s processes

  • Perform all other related tasks

Desired profile:

  • Diploma in administration, insurance, or financial services

  • Recognized expertise in transactional processes

  • Good command of English and French

  • Good communication skills

  • Preferably bilingual

  • Sound judgment and attention to detail

  • Analytical skills and discipline


At iA, we invest,
in you.

Our employees are our best investment and we have much to offer them.


Company Overview

About

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.

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.