Operations Associate in Financial Services

Location: New Westminster

Join Insight Global as an Operations Associate at a leading Canadian bank. This role focuses on processing mutual fund transactions, placing trades, and ensuring documentation accuracy.

As an Operations Associate, you will work in a dynamic financial services environment. Key responsibilities include executing trades, validating financial documents, and performing quality control checks. Organizational and detail-oriented skills will be essential for success in supporting cash movements and accounting tasks involving investment accounts.

Key Responsibilities:

• Execute mutual fund trades with precision

• Review and validate financial documentation thoroughly

• Perform quality control checks for data integrity

• Support cash movement operations including EFTs

• Assist with accounting and reconciliation tasks

Requirements:

• Experience in data entry or financial operations

• Post-secondary education in Finance, Business, or E-Commerce

• Proficiency in Microsoft Excel and Office Suite

• Familiarity with accounting and reconciliation processes

• Strong attention to detail and organizational skills

Leverage your financial operations experience to excel as an Operations Associate with Insight Global.
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