Operations Associate

Required Skills & Experience

• Previous experience in data entry or financial operations.
• Post‑secondary education in Finance, Business, or E‑Commerce.
• Proficiency in Microsoft Office Suite, especially Excel.
• Experience with accounting, reconciliation, and cash movement processes.
• Familiarity with EFT and wire transfer procedures.
• Strong attention to detail and organizational skills.

• Knowledge of Canadian investment accounts.
• Experience working with mutual funds or segregated funds.
• Ability to thrive in a high‑volume, deadline‑driven environment.

Insight Global is seeking a motivated and detail‑oriented Operations Associate to join the operations team at one of Canada’s largest banking institutions. This role is ideal for someone with a strong interest in financial services and a desire to grow their career in a dynamic and quick‑paced environment.

The successful candidate will be responsible for processing mutual fund transactions, placing trades, conducting document reviews, and performing quality control checks.

• Execute mutual fund trades and ensure accurate transaction processing.
• Review and validate financial documentation for completeness and compliance.
• Perform quality control checks to maintain data integrity.
• Support cash movement activities including EFTs and wire transfers.
• Assist with reconciliation and accounting tasks related to investment accounts.
• Collaborate with internal teams to resolve discrepancies and ensure timely servicing.