Transaction Support Clerk

Job summary

The Transaction Support Clerk is responsible for indexing, managing, and routing client documents and transactions into administrative systems. They also perform data entry, handle mail distribution, and ensure processing deadlines and quality standards are met.

Job details

Job Description Build the Future with Us Do you enjoy administrative support and working in a structured environment where accuracy and attention to detail matter? Would you like to contribute to a company whose purpose is to help clients feel confident and secure about their future? As a Transaction Support Clerk, you will play a key role in processing, managing, and routing documents and transactions related to individual savings and retirement contracts. This position offers an excellent opportunity to showcase your skills and reach your full potential within a caring and trustworthy organization. Here, people and their development are at the heart of everything we do, creating an environment that encourages collaboration and innovation. What You Will Accomplish With Us As a Transaction Support Clerk, you will be at the heart of our operations. Your main responsibilities will include: Index client documents received by email, fax, and mail into administrative systems and route them to the appropriate transaction teams. Enter and update information in various systems. Manage mail returned by Canada Post. Open, sort, and distribute incoming mail to the department. Distribute daily reports to department employees. Process cheque shipments according to established procedures. Meet processing deadlines and quality standards associated with various tasks. What Could Help You Succeed in This Role We are looking for someone who: Is able to travel regularly to the office. Demonstrates strong organizational skills and the ability to manage multiple priorities. Is recognized for their autonomy, attention to detail, and teamwork skills. Has 1 to 2 years of experience in a similar role. Holds a high school diploma or a college diploma in administration, insurance and financial services, or a related field (an asset). Is proficient with Microsoft Office. Has an intermediate level of English, as the role involves processing transaction files, responding to clients and internal teams, and communicating daily with clients or financial institutions. Why You'll Love Working With Us A workplace where learning and development are combined with a shared commitment to excellence. A healthy, safe, equitable, and inclusive environment where everyone can thrive and grow. The opportunity to work in a hybrid environment supported by flexibility and access to inspiring and innovative workspaces. Apply today and take the next step in your career, where your talent truly matters! Still Hesitating? At iA, we believe in potential and value diverse experiences. If this opportunity inspires you, we encourage you to apply. Your place may be with us, and we would love to get to know you! Location(s) Quebec / 1080, Grande Allee West Other Possible Location(s) Company iA Financial Group Posting End Date 2026-09-25 Company Overview iA Financial Group* is the strength of a company with a human side, with its over 8,000 employees. Together, we have earned the trust of our more than four million clients and 25,000 advisors who have chosen us for their insurance, savings, and wealth management. With over $200 billion in assets and half a billion invested in technological innovation, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 125 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate. At iA, we’re invested in you. * iA Financial group includes the following entities: iA Services financiers, iA assurance auto et habitation, iA Gestion privée de patrimoine, PPI Management, Investia, iA Gestion de placements, Prysm, iA Clarington, Michel Rhéaume et associés, Garanties Nationales, WGI Manufacturing, WGI Service Plan Division, Lubrico, iA Financement auto Our Commitment to Diversity and Inclusion At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, sexual orientation, age, marital status, family situation, or physical or mental disability. Please note that if you need help or assistance to make the recruitment process more accessible for you, please Contact us here. Someone from our team will be happy to assist you with your needs.

What you’ll do

The Transaction Support Clerk is responsible for indexing, managing, and routing client documents and transactions into administrative systems. They also perform data entry, handle mail distribution, and ensure processing deadlines and quality standards are met.

Requirements

Candidates should have 1 to 2 years of experience in a similar role and possess strong organizational and teamwork skills. A high school diploma or a college diploma in administration, insurance, or financial services is preferred, along with proficiency in Microsoft Office.

Benefits

• Hybrid work environment • Flexibility • Professional development • Inclusive environment

Listed skills

• Time management · Preferred
• Teamwork · Preferred
• Administrative Support · Preferred
• Attention to detail · Preferred
• Communication · Preferred
• Microsoft Office · Preferred
• Data entry · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Administrative support
• Data entry
• Document management
• Organizational skills
• Attention to detail
• Teamwork
• Microsoft Office
• Communication
• Time management
• Processing transactions
• Management
• Operations
• English Language
• Trustworthiness
• Innovation
• Investments
• Detail Oriented
• Financial Services
• Organizational Skills
• Administrative Support
• Wealth Management

Job areas

• Administrative
• Finance & Accounting
• Customer Service & Support
• Support Clerk
• Administrative Clerk / Coordinator
• General Office Clerks
• Secretaries and Administrative Assistants, Except Legal, Medical, and Executive