22 Oct
|
Industrial Alliance Insurance and Financial Services Inc. -
|
Quebec City
22 Oct
Industrial Alliance Insurance and Financial Services Inc. -
Quebec City
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
Solid 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.
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📌 Bilingual Financial Transaction Technician (Quebec City)
🏢 Industrial Alliance Insurance and Financial Services Inc. -
📍 Quebec City