Process financial transactions accurately at Investia in a hybrid position, applying control measures while coordinating with advisors and clients. Bilingual communication supports daily service.
As a Transaction Technician, you will manage purchases, systematic withdrawals, and mutual fund transactions within established service standards. The position requires organization, autonomy, priority management, attention to detail, and accuracy. You will also support complex files and administrative procedures.
Key Responsibilities:
- Manage purchases and systematic withdrawals through full transaction processing
- Process mutual and segregated fund transactions within service standards
- Analyze reports and reconciliations to ensure control measure compliance
- Handle complex files, adjustments, correspondence, and referred complaints
- Communicate with advisors, clients, and business units across Investia
Requirements:
- College diploma in Financial Services, Business Administration, or related field
- Minimum two years of relevant experience
- Strong organization, autonomy, initiative, and priority management abilities
- Accuracy, attention to detail, teamwork, and stress management skills
- Full English and French bilingual proficiency for frequent communications
Bring accurate transaction processing, reconciliation analysis, and bilingual communication skills to Investia's financial services team.
Financial Transaction Processing Technician in Montréal employer: iA Financial Group
iA Financial Group is an exceptional employer that fosters a dynamic work culture focused on growth and performance. With a commitment to employee development, you will have access to extensive training programs and leadership opportunities, all while working in a collaborative environment that values accountability and top-tier customer service across Canada. Join us and be part of a team that not only drives success but also prioritizes your professional journey.
