Operations Associate

Insight Global; Toronto; On-site; CAD 42,000 - 54,000; Full time

Job summary

A prominent staffing agency is seeking an entry-level analyst to support a large banking client during Tax season. The role involves working with client data, opening new accounts, and transferring accounts. Candidates should possess excellent communication skills, a self-starter attitude, and strong organizational abilities. A completed university or college education in Finance, E-Commerce, or a related field is required. This is a fantastic opportunity to grow within the banking sector.

Qualifications

• Must have excellent communication skills, both written and verbal.
• Demonstrates the ability to be independent, with the willingness to learn new processes.
• Organization is essential.
• Must be organized and detail-oriented.
• Completed university/college education in Finance, E-Commerce, Business, Administration or related field.

Responsibilities

• Join the new accounts team for Tax season.
• 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 with willingness to learn

Organized

Education

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

Tools

Broadridge

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.

Required Skills and Experience

• Excellent communication skills, both written and verbal
• Tech-savvy
• Demonstrates the ability to be independent, with the willingness to learn new processes
• Organized
• Completed University/College education in Finance, E-Commerce, Business, Administration or a related field

Nice to Have Skills and Experience

• Previous experience working with Broadridge