Use financial transaction processing and reconciliation skills as a bilingual Transaction Technician with Investia in a hybrid environment. Support accurate files across Canada.
This Transaction Technician role supports accurate purchases, systematic withdrawals, and mutual fund transactions. You will apply control measures, analyze reports, and manage complex files. The position suits organized professionals with autonomy, initiative, accuracy, and financial services experience.
Key Responsibilities:
- Manage purchases, systematic withdrawals, and the full transaction process
- Process mutual and segregated fund transactions within service standards
- Analyze reports and reconciliations to apply control measures
- Handle adjustments, correspondence, complex files, and client complaints
- Communicate with advisors, clients, and business units
Requirements:
- College diploma in Financial Services, Business Administration, or related field
- Minimum two years of relevant experience
- Strong organization, autonomy, initiative, and attention to detail
- Ability to manage stress in high-volume environments
- Fully bilingual English and French communication skills
Bring accurate processing, reconciliation, bilingual communication, and financial services knowledge to Investia's transaction operations team.
Bilingual Financial Transaction Technician in Magog employer: Industrial Alliance Insurance and Financial Services Inc
At iA Financial Group, we pride ourselves on being a caring and trustworthy employer that prioritizes the development of our employees. As a Legal Counsel in Employment, you will thrive in a collaborative and innovative environment, with access to competitive benefits, flexible work arrangements, and numerous opportunities for professional growth. Join us to make a meaningful impact while enjoying a healthy work-life balance in a supportive workplace culture.
Contact Details:
Industrial Alliance Insurance and Financial Services Inc Recruitment Team
