Financial Transaction Specialist

1 week ago


Montreal, Quebec, Canada Optimum General Inc. Full time
Job Description

We are seeking a skilled Financial Transaction Specialist to join our team at Optimum General Inc. in Montreal.

About the Role

This is a permanent, full-time position responsible for performing various financial transactions within our in-house system. You will be tasked with analyzing results of electronically transmitted files, identifying and tracking new product codes, and preparing and analyzing risk distribution.

In addition to these responsibilities, you will also be required to verify and validate discrepancies between premiums received and premiums receivable, communicate with customers as needed, and provide support to internal and external stakeholders.

Main Responsibilities
  • Transaction Processing: Analyze results of electronically transmitted files, identify and track new product codes, and prepare and analyze risk distribution.
  • Claims Validation: Verify and validate discrepancies between premiums received and premiums receivable.
  • Customer Support: Communicate with customers as needed and provide support to internal and external stakeholders.
Requirements
  • Bachelor's degree in finance, accounting, or a related field.
  • Intermediate to advanced knowledge of Excel.
  • Experience in insurance/reinsurance an asset.
  • Analytical skills, organizational skills, sense of responsibility, autonomy, attention to detail, and excellent communication skills (French and English, spoken and written).
Benefits
  • Work in a Quebec-based family business with strong values.
  • Work in an international financial group.
  • Easy access to senior management.
  • Flexible working hours for a better work-life balance.
  • Enroll in a group insurance and pension plan.
  • Get partial reimbursement of your sports pass or public transportation.
Estimated Salary Range:

$60,000 - $80,000 per year, depending on experience.



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