Operations Associate

Position: Operations Associate at Insight Global
Embrace a career opportunity as an Operations Associate with Insight Global at a leading Canadian bank. This role involves financial documentation, cash movement management, and data entry.

This position is perfect for individuals with prior experience in financial operations and a strong educational background in Finance, Business, or E-Commerce. You will execute mutual fund trades, validate documentation for compliance, and support teams in resolving discrepancies. Your attention to detail will be crucial for quality control.

Key Responsibilities:

• Execute and process mutual fund trades efficiently

• Review financial documents for accuracy and compliance

• Conduct quality checks to maintain data integrity

• Manage cash movement activities, including transfers

• Assist with reconciliation of investment accounts

Requirements:

• Experience in data entry or financial operations

• Strong proficiency in Microsoft Office, especially Excel

• Familiarity with accounting and reconciliation tasks

• Excellent attention to detail and organizational skills

• Knowledge of EFT and wire transfer processes

Join Insight Global and enhance your skills in financial services at a major banking institution.
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