Operations Associate in Financial Services
Job in
New Westminster, Burnaby, BC, K3L, Canada
Listed on 2026-06-17
Listing for:
Insight Global
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Financial Analyst, Bookkeeper/ Accounting Clerk, Finance Assistant
Job Description & How to Apply Below
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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Position Requirements
10+ Years
work experience
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