Transactions Technician

4 days ago

Toronto, Ontario, Canada Investia Financial Services Full time $60,000 - $90,000 per year

Description
What you'll accomplish with us
As a
Transactions Technician
, you'll be at the core of our mission.

Here are the main responsibilities:

  • Ensure the proper and timely placement of electronic transactions/trades (redemptions, switches, purchases) while meeting daily deadlines.
  • Process non-financial requests accurately and efficiently.
  • Enter client and KYC information using our back-office system (Winfund) in a timely manner.
  • Prepare daily transaction documents and maintain organized records.
  • Collaborate closely with our Client Services Team and the dealer's head office.
  • Communicate with various fund companies as required.
  • Perform other duties as assigned.

What Could Accelerate Your Success In This Role
We're looking for someone who:

  • Has 3–5 years of experience in the mutual fund industry. known for their accuracy and attention to detail in data entry.
  • Stands out for their ability to work in a fast-paced environment and manage multiple priorities.
  • Demonstrates strong organizational and problem-solving skills.
  • Is recognized for their positive attitude and collaborative approach.
  • Possesses knowledge of mutual fund operations and administration, including trade processing, settlement, trust accounting, and various plan types (RSP, TFSA, etc.).
  • Familiarity with Winfund, Synergize, and Fundserv is an asset.

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.

Apply now and get ahead of your career, where your talent really belongs
Still unsure about applying? 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

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