Operations Associate in Financial Services

Join Insight Global as an Operations Associate, specializing in financial services for a major Canadian bank. This role is a great fit for detail-oriented individuals seeking to process financial transactions effectively.

The candidate will need prior experience in data entry or financial operations, alongside relevant academic background in Finance, Business, or E-Commerce. Mastery in Microsoft Office Suite, especially Excel, is essential, coupled with strong organizational skills. The position focuses on mutual fund transactions and managing quality control checks.

Key Responsibilities:

• Execute mutual fund transactions accurately

• Review financial documentation for completeness

• Conduct quality control checks to maintain integrity

• Facilitate cash movement activities such as wire transfers

• Collaborate on accounting tasks related to investment accounts

Requirements:

• Previous experience in financial operations or data entry

• Post-secondary education specifically in Finance or Business

• Effective use of Microsoft Excel

• Understanding EFT and wire transfer procedures

• Strong detail orientation and organizational skills

Contribute to the financial operations team and grow your career at Insight Global.
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