Transaction Technician, Team Elite & Advanced Cases
- Employer: iA Financial Group
- Office: 1080, Grande Allee West
- Location: Québec, Quebec
- Other Possible Location(s): Vancouver, British Columbia; Montreal, Quebec; Toronto, Ontario
- Job category: Customer Service and Administrative Support
- Job ID: JR10023632
- Job type: Permanent Job
- Apply before: 2025-07-14
Description
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 looking for a Transaction Technician to join the Elite and Advanced Cases team in the Individual Savings and Retirement administration’s team.
This role will allow you to:
Bring your expertise to administrative tasks while processing various requests for complex transactions of individual contracts in compliance with the policies and procedures in effect;
Use your meticulous mind by codifying information in computer systems (issues, deposits, changes, surrenders, etc.), while ensuring compliance of documentation related to the transactions;
Leverage your expertise and precision in processing transactions for exclusive services;
Process complex and varied requests in large numbers and within established timelines in an individual savings and retirement environment where products evolve rapidly, and tax laws are frequently updated;
Participate in the continuous improvement of the processes and procedures in place;
Improve your knowledge of the various processes (continuous learning).
You are the person we are looking for if:
You have achieved medium or high complexity knowledge of one or more processes in the individual savings and retirement administration;
You have met the transaction quality requirements related to your current role;
You are comfortable with different computer systems;
You demonstrate judgment, autonomy and attention to detail as well as excellent priority management skills;
You are a fast learner and have a good ability to work under pressure;
You work very well alone or in a team;
Are you interested in this offer and would like to be part of a dynamic pan-Canadian team? Don't wait any longer and 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.