Transaction Technician
Core
Process financial transactions (purchases, withdrawals, mutual funds) and ensure compliance through analysis and reconciliation.
Role type
Transaction Technician
Builds
Financial transaction processing and compliance reporting
Domain
Financial Services / Wealth Management
Required skills
Transaction processing, Reconciliation, Compliance analysis, Client communication, Priority management, Computer applications
Preferred skills
Mutual fund industry knowledge, Accounting and taxation knowledge
Technologies
Internal financial systems
Responsibilities
Manage full transaction process including purchases and systematic withdrawals, Process mutual fund and segregated fund transactions, Ensure compliance through report analysis and reconciliations, Handle complex files, adjustments, and client complaints, Communicate with advisors, clients, and business units, Collaborate on administrative procedures