Operations Associate - Third Party Transfers

Insight Global; Toronto; On-site; CAD 42,000 - 52,000; Full time

Job summary

Insight Global in Toronto is seeking an organized administrative professional with strong communication and coordination skills. The role requires at least 1 year of financial services experience and the ability to work onsite in Toronto with 1 day per month at 250 Yonge St.

The ideal candidate will be a fast learner who can work autonomously, handle multiple priorities, and maintain meticulous data-entry across MS Office tools (Excel, Outlook, Word, Teams). Knowledge of mutual funds is a plus.

Qualifications

• 1 year financial services experience (banking preferred).
• Based in Toronto or GTA; onsite 1 day/month at 250 Yonge St, Toronto.
• Must be located in Toronto/ GTA; able to work onsite.
• Fast learner with ability to work autonomously.
• Strong MS Office and data-entry skills; attention to detail.

Responsibilities

• Coordinate tasks with internal and external partners.
• Manage multiple priorities in a fast-paced environment.
• Ensure timely completion of tasks with proactive follow-up.
• Utilize Excel, Outlook, Word, and Teams for daily work.

Skills

Communication

Coordination

Organization

Autonomy

Fast learner

Data entry

MS Office

Excel

Outlook

Word

Teams

Mutual funds knowledge

Financial services experience

Multitasking

Follow-up

Tools

Excel

Outlook

Word

Teams

Job description

Job Description

Strong verbal and written communication skillsExcellent coordination, investigative, and organizational abilitiesProactive approach with a strong focus on completing tasks independentlyFast learner with the ability to adapt to new processes and systems quicklyStrong typing and data entry skills with attention to detailProficiency in Microsoft Office applications, particularly Excel, Outlook, Word, and TeamsPrevious experience or knowledge of Mutual Funds, Investments, and the financial services industry is preferredAbility to manage multiple priorities in a fast-paced operational environmentStrong follow-up skills to ensure timely completion of tasks with internal and external partners.

Skills and Requirements

• 1 year financial services exp (banking preferred
• No upcoming vacation
• 1 day a month onsite - 250 yonge st toronto
• Must be located in Toronto/ GTA
• Fast learner
• Can work autonomously

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].