Transaction Technician to join the Elite and Advanced Cases

4 weeks ago

Quebec, Canada iA Financial Group (Industrial Alliance) Full time

Transaction Technician – Elite and Advanced CasesJoin iA Financial Group (Industrial Alliance) as a Transaction Technician to support individual savings and retirement transactions. This role focuses on administrative tasks and ensures compliance with policies and procedures.What You’ll Accomplish With UsProcess complex requests for individual contracts in compliance with policies and procedures.Codify information in computer systems (issues, deposits, changes, surrenders, etc.) and ensure documentation compliance.Process transactions for exclusive services.Handle large volumes and tight timelines in a rapidly evolving products and tax‑law environment.Participate in continuous improvement of processes and procedures.QualificationsMedium to high complexity knowledge of individual savings and retirement administration.Strong judgment, autonomy, and attention to detail.Excellent priority management skills.Ability to work under pressure.2‑5 years of experience in the banking/finance domain.Intermediate proficiency in English/French (required to collect written information via platform).Why You’ll Love Working With UsLearning and development focused environment.Healthy, safe, fair, inclusive environment with potential for growth.Hybrid work model with flexibility and innovative workspaces.Competitive benefits: group insurance; pension plan; stock purchase plan; vacation and wellness days; telemedicine; employee assistance; ergonomic furniture; performance bonus; discounts on iA products; and more.Senior level: Mid‑Senior level, Full‑time employment.Compensation range: CA$49,000 – CA$58,000 per year, with a base salary depending on location. All permanent iA employees are eligible for an annual bonus. Compensation is offered as a fair market‑based structure and is updated annually. #J-18808-Ljbffr

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