Operations Associate (Account Maintenance)

Insight Global (United States); Toronto; On-site; CAD 45,000 - 60,000; Full time

Benefits offered by this job

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Job summary

Insight Global seeks an Operations Associate to join one of Canada's largest banking institutions. The role supports cross-border operations, managing account cues and ensuring accuracy while performing wire transfers.

The ideal candidate excels at multitasking, communicates effectively, and follows established SOPs. Qualifications include a post-secondary degree in finance, commerce, or administration, plus experience in a financial setting; wealth/investment exposure is a plus.

Qualifications

• Experience in a financial institution or related field is required.
• Excellent verbal and written communication skills.
• Excel proficiency from beginner to intermediate level.
• Ability to navigate multiple screens and platforms simultaneously.
• Post-secondary degree/diploma/certificate in Finance, E-commerce, or Administration.
• Experience in Wealth/Investment operations is a plus.
• Experience handling complex account changes and following SOPs.

Responsibilities

• Assist on cross-border operations for a major Canadian bank.
• Manage and update account cues to ensure accuracy.
• Process wire transfers as part of daily operations.
• Work with SOPs and queues to handle intricate account changes.

Skills

Communication skills

Excel skills

Multitasking

Attention to detail

Follow SOPs

Education

Finance/Commerce/Administration degree

Job description

Job Description

Insight Global seeks an Operations Associate to join one of Canada's largest banking institutions. The successful candidate will be on a team responsible for cross-border operations. This individual will manage a variety of account cues, ensuring that the relevant accounts are accurate and updated, and perform wire transfers. The ideal candidate will be inquisitive, have strong multi-tasking abilities, and have excellent communication skills.

Skills and Requirements

• Prior administrative or clerical experience within a financial institution or related field
• Great communication skills, both verbal and written
• Beginner to Intermediate Excel skills
• Experience navigating multiple screens and platforms simultaneously
• Completed post-secondary Degree, Diploma or Certificate in Finance, E-commerce, or Administration of a related field
• Experience within a Wealth Operations or Investment organization would be a significant asset
• Experience handling more involved account changes (not just basic updates), especially:
  • Power of Attorney (POA) processing
  • Material Change forms
  • Trading agent updates
  • Ability to follow SOPs and manage queues where items can be more intricate and require careful review.

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 employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to 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 the recruiting process, please send a request to [e-mail].