Operations Analyst – Financial Services

Recruit Action inc.; Toronto; Hybrid; CAD 42,374 - 44,386; Full time

Job summary

A recruitment agency seeks an Operations Analyst in Toronto, Ontario, for a hybrid role in financial services. The successful candidate will validate financial data, manage operational processes, and support stakeholders. Ideal for early-career individuals with strong analytical and Excel skills. This full-time, 6-month contract offers a salary of $30.76 to $32.22 per hour.

Qualifications

• 1+ year of experience in a processing or operations role.
• Strong attention to detail and accuracy under tight deadlines.
• Effective analytical and problem-solving skills.

Responsibilities

• Gather and validate daily financial inputs.
• Upload crediting rates to administrative systems.
• Manage concurrent deliverables in a dynamic, deadline-driven environment.

Skills

Analytical skills

Attention to detail

Communication skills

Time management

Problem-solving skills

Organization

Proficiency in Excel

Education

University or college degree in Business, Economics, Finance, Computer Science, or Mathematics

Tools

Microsoft Excel

SQL

VBA

Power Query

Job description

Overview

Operations Analyst – Financial Services role at Recruit Action inc. Exciting opportunity in the insurance industry for an analytical professional with strong Excel skills and a keen eye for detail. This hybrid role supports rate crediting operations and data validation across multiple financial systems. Ideal for a recent graduate or early-career candidate eager to grow in a structured, high-impact environment.

What is in it for you

• Hourly salary of $30.76 to $32.22, based on experience.
• 6-month contract with the potential for permanent employment.
• Full-time position: 37.50 hours per week; overtime may be required.
• Weekday schedule from 9 am to 5 pm.
• Hybrid work: in-office Tuesday to Thursday.
• Location Options: Toronto or Waterloo, Ontario.

Responsibilities

• Gather and validate daily financial inputs including bond yields, FX rates, equity index values, and mutual fund values.
• Upload Universal Life crediting rates to multiple administrative systems, ensuring data accuracy and integrity.
• Perform issue investigation and reporting within defined accuracy thresholds.
• Validate uploads to seven core administrative platforms.
• Prepare weekly and monthly marketing materials related to crediting rates.
• Post finalized materials to client and advisor-facing portals.
• Execute manual processes such as rate calculations and stakeholder reporting.
• Act as liaison with stakeholders to resolve processing issues or delays.
• Support internal training, scheduling, and quality validation.
• Manage concurrent deliverables in a dynamic, deadline-driven environment.
• Identify and propose operational efficiency improvements.
• Participate in vendor coordination and management.
• Conduct internal testing, audits, and quality assurance reviews.
• Maintain documentation library, procedures, and job aids.

What you will need to succeed

• A university or college degree in Business, Economics, Finance, Computer Science, or Mathematics preferred, or equivalent work experience.
• 1+ year of experience in a processing or operations role. Open to recent graduates with relevant internships or work experience.
• Moderate proficiency in Microsoft Excel, including basic macro functionality.
• Ability to work overtime as required.
• Strong attention to detail and accuracy under tight deadlines.
• Effective analytical and problem-solving skills.
• Excellent verbal and written communication abilities.
• Highly organized, with strong planning and time management skills.
• Adaptable and comfortable in dynamic business environments.
• Able to work both independently and collaboratively.
• Experience with SQL, VBA, or Power Query is an asset.
• Background in computer science or technical systems is a plus.
• Exposure to the financial services industry is considered an advantage.

Why Recruit Action

Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach to job seekers and businesses. Only candidates who match hiring criteria will be contacted.