Technician, Transactions and Nominee Payments

Description

Domain : Administration and Transactions

Mode : Remote

Type : Contract

Language : French and English

Are you known for your sense of organization and your autonomy? Do you know how to manage your priorities and work under pressure doesn't scare you? We have a position for you! Indeed, Investia is looking for an administrative technician for the self-managed transactions and payments team.

In this position, you will be responsible for:

• Administer the entire transaction process (purchases and periodic withdrawals) and process mutual fund and segregated fund transactions within the prescribed time frames.
• Ensure compliance with control measures through the analysis of reports and reconciliations.
• Handle complex files, adjustments, correspondence and complaints from clients on your team.
• Communicate regularly with the sales force, other departments and customers.
• Collaborate in the drafting and implementation of administrative procedures.
  
  

DESIRED PROFILE :

• Advanced knowledge of the English language, as you will be administering self-directed accounts, error correction and warranties with an English-speaking customer base, while collaborating by phone calls and emails with English-speaking advisors on a daily basis.
• Bachelor's degree in administration, finance or a related discipline and 2 years of relevant experience.
• Knowledge of the mutual fund and financial services product environment (an asset).
• Knowledge of accounting and taxation (a major asset).
• Good team spirit.
• Be comfortable with computer tools in general (training offered for our internal software)
• Good stress management in high-volume workplaces.
• Proactivity and attention to detail.
  
  

If you're looking for a dynamic team and a financial product environment, this position is for you! Don't wait any longer and apply now!