Technicien(ne) aux Émissions
Core
Process transactions for individual annuity contracts, ensuring accuracy and compliance for clients and partners.
Role type
Administrative transaction technician (annuities)
Builds
Individual annuity contracts and related financial transactions
Domain
Financial services / Insurance / Annuities
Required skills
Attention to detail, computer literacy, prioritization, autonomy, adaptability to regulatory changes
Preferred skills
Experience in administrative or transaction processing environments
Responsibilities
Process redemption requests and annuity contract transactions; Code information into computer systems (contract issuances, deposits, transfers); Ensure compliance and accuracy of transaction documentation; Handle high volumes of varied requests within established deadlines; Adapt to rapidly evolving products and frequently updated tax laws