Transaction Technician

Job Description  Build the Future With Us. Are you passionate about the savings and retirement industry and eager to contribute to a company whose purpose is to help clients feel confident and secure about their future? As a Transaction Technician, you will play a key role in processing transactions related to individual annuity contracts, ensuring the accuracy, compliance, and efficiency of administrative operations that support our clients and business partners.

This position is an excellent opportunity to showcase your skills and fully realize your potential within a caring and trusted organization. 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, you’ll be at the core of our mission. Your main responsibilities will include:
Providing administrative expertise in processing various redemption requests and transactions related to individual annuity contracts while adhering to established policies and procedures.
Applying your attention to detail by coding and updating information in computer systems (contract issuances, deposits, transfers, and other transactions).
Ensuring the accuracy and compliance of documentation associated with transaction requests.
Processing a high volume of diverse requests within established service standards and deadlines.
Contributing to operational quality in a fast-paced individual savings and retirement environment where products evolve rapidly and tax regulations are frequently updated.
What Could Accelerate Your Success in This Role  We’re looking for someone who:
Is able to commute to the office and work on-site on a daily basis.
Is recognized for their proficiency with various computer applications and systems.
Stands out for their accuracy, meticulousness, and attention to detail.
Demonstrates excellent judgment, autonomy, and strong prioritization skills.
Is known for their ability to learn quickly and work effectively under pressure.
Has relevant experience in an administrative, operational, or transaction-processing environment (considered an asset).
Has an intermediate level of English proficiency, as the incumbent will be required to process transaction files, respond to clients and internal teams, and communicate with clients or financial institutions 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 flourish and be fully developed.
The opportunity to work in a hybrid environment supported by flexibility and access to inspiring and innovative work spaces.

Note:

The typical hiring range for this position is between $50,000 and $52,000; base salary may vary depending on knowledge, skills, years of experience, and internal equity. In addition to base compensation, this position may be eligible for a corporate bonus program and a comprehensive benefits package, including group insurance, a retirement savings plan, flexible time off, and wellness programs.
Location(s)  Quebec / 1080, Grande Allee West;
Montreal / 1981 McGill College Avenue;
Toronto / 26 Wellington Street East.
Company  iA Financial Group
Company Overview  iA Financial Group is the strength of a company with a human side, with its over 8,000 employees. We have earned the trust of 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.

For over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with reputable leaders in the industry that we will continue to innovate.

Our commitment to diversity and inclusion is reflected in our inclusive workplace, and we support and celebrate diversity in all its forms. If you need help or assistance to make the recruitment process more accessible, please contact us here. We’re committed to wellbeing and work-life balance with a flexible work model. Want to join the iA family, but there’s no job openings right now that match your profile?

Let us know you’re interested!

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