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Closed listing

Operations Associate

  • Toronto, ON, Canada

$20 to $22 CAD / hour · Contract

This opening has closed.

The original listing is kept below for reference.

Job details

Pay
$20 to $22 CAD / hour
Job type
Contract
Closing date
Posting language
English
Posted

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Original job description

Archived listing. The details below describe a past opening.

Pay: $20-$22/hour

Insight Global is seeking 2 Operations Associates (Unilingual and Bilingual) to support one of Canada’s largest financial institutions with a newly established CTI team focused on transfers-in activities. The successful candidates will be detail-oriented, quick learners, and strong communicators who are comfortable working in a fast-paced operations environment. This is primarily remote, with the expectation that resources are local to the client’s district/commutable area in case occasional in-office training or coverage is required.

  • Review and validate incoming documentation related to transfers-in
  • Prepare and send required documentation to other financial institutions (FIs)
  • Conduct follow-ups and outreach, including calling financial institutions as needed
  • Complete internal operational entries and updates across multiple systems
  • Maintain accurate tracking and documentation to support day-to-day workflow
  • Communicate clearly and proactively with the team/manager regarding work status, updates, and any issues

Required Skills & Experience

  • Prior experience in a financial operations environment (bank/credit union/financial institution preferred)
  • Exposure to transfers, back-office processing, documentation review, or similar operational workflows is a strong asset
  • Strong attention to detail and accuracy
  • Ability to learn quickly and be receptive to coaching/training
  • Strong written and verbal communication skills
  • Solid computer proficiency; able to work confidently across multiple systems/tools
  • Basic Excel skills (used mainly for tracking; advanced skills like pivots/VLOOKUP are a plus but not required)

We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.

Vacancy: This posting is for a currently vacant role, and the successful candidate will be hired into an existing open position.

More about this job

Responsibilities

Review and validate transfer-in documentation, prepare and send required documents to financial institutions, and conduct follow-ups as needed. Enter and update information across internal systems, maintain accurate workflow tracking, and communicate work status or issues to the team and manager.

Requirements

Prior experience in financial operations is preferred, with exposure to transfers, back-office processing, or documentation review considered an asset. Candidates should be detail-oriented, quick to learn, receptive to coaching, strong communicators, proficient with multiple computer systems, and familiar with basic Excel.

Skills

  • Financial Operations
  • Transfers-In Processing
  • Documentation Review
  • Attention To Detail
  • Accuracy
  • Written Communication
  • Verbal Communication
  • Computer Proficiency
  • Microsoft Excel
  • Data Entry
  • Follow-Up And Outreach
  • Multi-System Operations
  • Recordkeeping
  • Time Management
  • Adaptability
  • Team Communication

Visa sponsorship

Not detected in the job text

Categories

  • Finance & Accounting
  • Administrative

Keywords

  • Financial Operations
  • Financial Institution
  • Credit Union
  • Transfers-In
  • Back-Office Processing
  • Documentation Review
  • Document Validation
  • Operational Entries
  • Workflow Tracking
  • Financial Institution Outreach
  • Follow-Up
  • Microsoft Excel
  • Multiple Systems
  • Data Accuracy
  • Written Communication
  • Verbal Communication
  • Remote Work
  • Contract
  • CTI Team

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