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Transaction Technician
iA Financial Group (Industrial Alliance). Process various redemption requests and transactions related to individual annuity contracts .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in processing transaction requests and maintaining compliance with established policies in a fast-paced operational environment. Capable of delivering accurate administrative support while effectively communicating with clients and internal teams.
Highest-signal resume keywords
Transaction ProcessingAttention To DetailOperational QualityClient CommunicationAdministrative Support
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Computer Applications ProficiencyTransaction File ProcessingDocumentation AccuracyData EntryAnnuity Contract Management
Soft Skills
Excellent JudgmentStrong Prioritization SkillsAbility To Learn QuicklyMeticulousnessAutonomy
Industry Keywords
Individual Annuity ContractsService StandardsOperational ProceduresFinancial InstitutionsRetirement Environment
About the role
Key responsibilities & impact- Process various redemption requests and transactions related to individual annuity contracts
- Adhere to established policies and procedures
- Code and update information in computer systems, including contract issuances, deposits, transfers, and other transactions
- Ensure accuracy and compliance of documentation associated with transaction requests
- Process a high volume of diverse requests within established service standards and deadlines
- Contribute to operational quality in a fast-paced individual savings and retirement environment
- Support clients and business partners through accurate and efficient administrative transaction processing
Requirements
What you’ll need- Able to commute to the office and work on-site on a daily basis
- Proficiency with various computer applications and systems
- Accuracy, meticulousness, and attention to detail
- Excellent judgment, autonomy, and strong prioritization skills
- Ability to learn quickly and work effectively under pressure
- Relevant experience in an administrative, operational, or transaction-processing environment (considered an asset)
- Intermediate English proficiency
- Ability to process transaction files, respond to clients and internal teams, and communicate with clients or financial institutions daily
Benefits
Comp & perks- Corporate bonus program eligibility
- Comprehensive benefits package
- Group insurance
- Retirement savings plan
- Flexible time off
- Wellness programs
- Learning and development opportunities
- Hybrid environment supported by flexibility
- Access to inspiring and innovative workspaces