transaction agent - financial data entry - univeris platform.

Are you a meticulous financial professional looking for a new challenge in downtown Montreal?

An independent financial services firm is seeking a full-time Transaction Processor.

You will execute and validate investment transactions (purchases, sales, transfers) on Univeris for a team of approximately 20 representatives, while ensuring regulatory compliance. This is the ideal opportunity to join a multidisciplinary environment focused on ethics and integrity.

To succeed, you hold a DEC in Business Administration (Finance option) or have completed the IFIC course, ideally complemented by financial experience.

Fluent in French with functional English, you excel at managing priorities under pressure, meeting deadlines, and are proficient in Excel and Outlook.

This position, based in downtown Montreal, offers a salary and vacation time negotiable based on your experience.

Ready to take on the challenge? Apply to Randstad today!

Advantages
- Full-time position;
- Office in downtown Montreal
- 40 hours per week, daytime hours;
- Salary and vacation time negotiable based on experience.

Responsibilities

Financial and Non-Financial Transactions
- Execute investment transactions (purchases, sales, transfers, direct debits, etc.) for a dynamic team of approximately twenty representatives, ensuring compliance with regulatory requirements;

- Validate and enter financial transactions into the system (Univeris Platform);
- Follow up on client accounts as needed and correct discrepancies;

- Conduct necessary research in various systems to respond to inquiries;

- Analyze problem cases related to received transactions and forms;

- Propose necessary modifications to resolve and prevent problems;

- Follow up with representatives to obtain the information required to resolve problems and communicate proposed solutions;

- Process and track requests for reimbursement of redemption and transfer fees;

- Schedule bank transfers and currency conversions;

- Process GIC (Global Investment Certificate) applications and enter them into the system;

- Collaborate with fund companies and Head Office as needed to follow up on files;

- Create and/or update various files;

Form Preparation
- Prepare the administrative and transactional forms required for all financial and non-financial transactions (mutual funds, deposit products);

- Communicate with Advisors when a request is unclear and make the necessary corrections;

- Ensure that the most up-to-date version of each document is always used.

- Conduct necessary searches in various systems to respond to the different requests received;

Qualifications
A person…
- Holding a college diploma in administration (asset: finance or financial services option) OR having completed the IFIC Operations course;
- Possessing excellent written and spoken French;
- A functional level of English is required;
- Able to manage time and priorities, work under pressure, and react quickly;
- Detail-oriented and meticulous;
- Able to meet deadlines;
- Possessing strong planning and organizational skills, and problem-solving abilities;
- Demonstrating strong interpersonal skills, autonomy, initiative, resourcefulness, and a good team spirit;
- Comfortable working in a computerized environment, with a very good knowledge of Microsoft Excel and Outlook;
- Experience in the financial sector is an asset.
- Knowledge of Univeris

Based on an assessment conducted by our client, it has been determined that this position requires candidates to be fluent in English (oral and written). In particular, this position will require the employee to:
-communicate with English-speaking clients/partners/employees located outside Quebec on a daily basis
-work on client projects, products or deliverables that are required to be delivered to clients in English

Summary
Are you interested in this position?

Please apply for this position directly online or by emailing us anytime at View email address on randstad.com.

If you know anyone interested in administrative support positions, please feel free to provide them with our contact information. We'll be happy to help!
For more information on this and all other positions currently available, visit

We look forward to receiving your CV!
All resumes received will be considered equally.

Only selected candidates will be contacted.

Randstad Canada, 525 Viger Avenue West, Suite 501, Montreal, Quebec H2Z 0B3

Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.

Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to View email address on randstad.com to ensure their ability to fully participate in the interview process. show more