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Job Description & How to Apply Below
In this role, you will utilize your background in data entry and financial services to support essential tasks within the operations team. Ideal candidates possess post-secondary education in Finance, Business, or E-Commerce and thrive in high-volume environments. Your duties will include executing trades, validating documents, and ensuring accuracy in cash movement tasks.
Key Responsibilities:
• Accurately execute mutual fund trades and processes
• Validate financial documentation for compliance and accuracy
• Perform thorough quality control checks on data
• Facilitate cash movement activities including EFTs
• Assist with accounting tasks related to investments
Requirements:
• Prior experience in financial operations or data entry
• Proficiency in Microsoft Office Suite, notably Excel
• Strong knowledge of accounting and reconciliation processes
• Exceptional attention to detail and organization
• Familiar with EFT and wire transfer methods
Contribute to Insight Global’s success while enhancing your financial operations expertise.
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Position Requirements
10+ Years
work experience
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