Operations Associate

Insight Global; Toronto; On-site; CAD 40,000 - 55,000; Full time

Job summary

A large financial institution in Toronto is seeking an entry-level analyst to join their team for the upcoming tax season. The successful candidate will handle client data, open new accounts, and transfer accounts. Ideal candidates should possess excellent communication skills, strong organization, and a willingness to learn new processes. A completed degree in Finance or a related field is required, along with proficiency in Excel. Prior banking experience is beneficial but not mandatory.

Qualifications

• Excellent verbal and written communication skills are essential.
• Ability to learn new processes independently.
• Strong organizational skills and proficiency in Excel required.

Responsibilities

• Work with client data and documentation for internal and external accounts.
• Open new accounts and transfer accounts within and outside the institution.

Skills

Excellent communication skills

Tech-savvy

Independent learner

Organized

Strong proficiency in Excel (Pivot tables, V-Lookups)

Banking experience

Education

Completed University/College education in Finance, E-Commerce, Business, Administration or a related field

Job description

Job Description

Insight Global is looking for an individual to join a large banking client. The successful individuals will be on the team that is ramping up for Tax season and needs an entry-level analyst to join the team. They will be working with client data and documentation for the internal and external accounts. This individual will be selected to be on the new accounts team, where they will be opening new accounts and transferring accounts within and outside the institution. Successful individuals must have excellent communication skills, a self-starter attitude, strong organization, and a willingness to learn.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [e-mail] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

• Excellent communication skills, both written and verbal
• Tech-savvy
• Demonstrates the ability to be independent, with the willingness to learn new processes
• Organized
• Strong proficiency in Excel (Pivot tables, V-Lookups etc.)
• Completed University/College education in Finance, E-Commerce, Business, Administration or a related field
• Excellent Communication Skills - Previous experience working with Broadridge
• Prior banking experience is a huge plus