Transaction Technician to join the Elite and Advanced Cases

Job Title

Transaction Technician to join the Elite and Advanced Cases

Build the future with us

Are you driven by Individual Savings and Retirement and eager to contribute to the purpose of a company that aims to help its clients feel confident and secure about their future? As a Transaction Technician to join the Elite and Advanced Cases , you will play a key role in the administrative tasks where your professional skills will be put to good use.

This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company. 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 to join the Elite and Advanced Cases, you’ll be at the core of our mission. Here are the main responsibilities:

• 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;

What could accelerate your success in this role

We’re looking for someone who:

• Is known for their medium or high complexity knowledge of one or more processes in the individual savings and retirement administration;

• Stands out for their strong judgment, autonomy, and attention to detail.

• Demonstrates judgment, autonomy and attention to detail as well as excellent priority management skills

• Is recognized for their good ability to work under pressure;

• Has 2-5 years of experience in the banking of finance domain.

• You have intermediate level of English/French, as the person will be required to collect written information via a platform for requests from unilingual English/French-speaking advisors 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 be freely expressed and developed;

• The opportunity to work in a hybrid environment, supported by flexibility and access to inspiring and innovative workspaces;

• Competitive benefits: Flexible group insurance, competitive pension plan, stock purchase plan, vacation and wellness/personal development days, telemedicine, employee and family assistance program, ergonomic furniture program, performance bonus, discounts on iA products, and much more!

Apply now and get ahead of your career, where your talent really belongs! 

Still unsure about applying?

For positions posted in British Columbia:
At iA, we believe in potential and value diverse experiences. If this role inspires you, go ahead and apply – your place might be with us, and we want to get to know you!

The typical salary range for this position is between CA$49,000 and CA$58,000 per year; the base salary offered depends on the location and may vary based on skills, job-related knowledge, experience, and internal equity. All permanent iA employees are also eligible for an annual bonus.

At iA, we are committed to offering a fair and market-based compensation structure. Our market data is updated annually to reflect current market conditions.