Jr. Payment Analyst
Job in
Toronto, Ontario, C6A, Canada
Listed on 2026-08-03
Listing for:
Insight Global
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Advisor / Consultant, Financial Services -
Business
Banking & Finance, Financial Advisor / Consultant
Job Description & How to Apply Below
- - Working with investment advisors to support and facilitate client transfers from other financial institutions (not a client-facing role).
- - Open and set up client accounts (NOT CLIENT FACING)
- - Follow up on transfers
- - Additional tasks include, policy review, escalation management
- - Primary focus on opening client accounts and transfers
- 2-3+ years previous banking operations experience; involved in account openings, transfers (ideally in Wealth Operations)
- Proficient in Microsoft Excel and Word
- Savvy with technology and data
- Experience in escalations and policy review
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