Detailed Operations Associate in Finance
Job in
Markham, Ontario, I3P, Canada
Listed on 2026-06-17
Listing for:
Insight Global
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Financial Analyst, Banking & Finance, Finance Assistant, Accounts Receivable/ Collections
Job Description & How to Apply Below
This role offers an opportunity to work with mutual funds, conduct transaction processing, and ensure data accuracy.
As an Operations Associate, your focus will be on financial services and the transaction processes integral to banking operations. You will execute mutual fund trades, perform document reviews, and carry out quality control checks. Strong data entry skills and attention to detail are essential for success in this position.
Key Responsibilities:
• Execute mutual fund trades accurately and efficiently
• Review financial documents for completeness and compliance
• Perform quality control checks to uphold data integrity
• Support cash movement activities like EFTs and wire transfers
• Assist in reconciliation and accounting for investment accounts
Requirements:
• Experience in data entry or financial operations
• Post-secondary education in Finance, Business, or E-Commerce
• Proficient in Microsoft Office, especially Excel
• Knowledge of accounting and cash movement processes
• Strong organizational skills and attention to detail
Excel in financial operations while processing mutual fund transactions and ensuring data integrity.
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Position Requirements
10+ Years
work experience
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