Mutual Fund Operations Technician

Support mutual fund operations with Investia in Quebec or Montreal, processing transactions and reconciliations while maintaining accuracy. Your bilingual skills connect clients, advisors, and teams.

This Transaction Technician position focuses on mutual fund and segregated fund processing within established service standards. You will analyze reports, complete reconciliations, handle adjustments, and manage correspondence or complaints referred to the team. Knowledge of financial services products is an asset.

• Process mutual fund and segregated fund transactions accurately
• Manage purchases and systematic withdrawals across transaction processes
• Review reports and reconciliations for control measure compliance
• Resolve complex files, adjustments, correspondence, and referred complaints
• Collaborate on administrative procedure development and implementation

• College diploma in Financial Services, Business Administration, or related discipline
• At least two years of relevant experience
• Knowledge of mutual funds and financial services products is advantageous
• Accounting and taxation knowledge is a strong asset
• Comfort with technology and full English-French bilingual communication

Apply your transaction processing, reconciliation, and mutual fund knowledge as a bilingual technician supporting Investia operations.