Operations Associate (Payments Services)

Insight Global; Toronto; On-site; CAD 45,000 - 65,000; Full time

Job summary

Insight Global is seeking an Operations Associate to join the operations team at one of Canada’s largest banking institutions. The role focuses on processing mutual fund transactions, trades, document reviews, and quality control.

Ideal candidates have data entry and financial operations experience, strong Excel skills, and knowledge of Canadian investment accounts. The role emphasizes accuracy, timeliness, and collaboration across teams in a fast-paced environment.

Qualifications

• Post-secondary education in Finance, Business, or E-Commerce.
• Proficiency in Microsoft Office Suite, especially Excel.
• Previous experience in data entry or financial operations.
• Experience with accounting, reconciliation, and cash movement processes.
• Familiarity with EFT and wire transfer procedures.
• Strong attention to detail and organizational skills.
• Knowledge of Canadian investment accounts.
• Experience working with mutual funds or segregated funds.
• Ability to thrive in a high-volume, deadline-driven environment.

Responsibilities

• Execute mutual fund trades and ensure accurate transaction processing.
• Review and validate financial documentation for completeness and compliance.
• Perform quality control checks to maintain data integrity.
• Support cash movement activities including EFTs and wire transfers.
• Assist with reconciliation and accounting tasks related to investment accounts.
• Collaborate with internal teams to resolve discrepancies and ensure timely servicing.

Skills

Data entry

Financial operations

Attention to detail

Organizational skills

Mutual funds knowledge

Canadian investment accounts

High-volume environment

Deadline-driven

Education

Finance / Business / E-Commerce

Tools

Excel

Microsoft Office

Job description

Job Description

Overview:

Insight Global is seeking a motivated and detail-oriented Operations Associate to join the operations team at one of Canada’s largest banking institutions. This role is ideal for someone with a strong interest in financial services and a desire to grow their career in a dynamic and fast-paced environment. The successful candidate will be responsible for processing mutual fund transactions, placing trades, conducting document reviews, and performing quality control checks.

Key Responsibilities:

• Execute mutual fund trades and ensure accurate transaction processing.
• Review and validate financial documentation for completeness and compliance.
• Perform quality control checks to maintain data integrity.
• Support cash movement activities including EFTs and wire transfers.
• Assist with reconciliation and accounting tasks related to investment accounts.
• Collaborate with internal teams to resolve discrepancies and ensure timely servicing.

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

• Previous experience in data entry or financial operations.
• Post-secondary education in Finance, Business, or E-Commerce.
• Proficiency in Microsoft Office Suite, especially Excel.
• Experience with accounting, reconciliation, and cash movement processes.
• Familiarity with EFT and wire transfer procedures.
• Strong attention to detail and organizational skills.
• Knowledge of Canadian investment accounts.
• Experience working with mutual funds or segregated funds.
• Ability to thrive in a high-volume, deadline-driven environment.