Operations Associate
- Toronto, ON, Canada
$20 to $22 CAD / hour · Contract
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Job details
- Pay
- $20 to $22 CAD / hour
- Job type
- Contract
- Experience
- 1–3 years of experience in banking or financial services (front-line or back-office)
- Posting language
- English
- Posted
Original job description
JOB DESCRIPTION
Insight Global is partnering with one of Canada’s top banking institutions to hire a team of Operations Associates to support the expansion of its Wealth Management division during the busy Canadian tax season. These are back-office roles focused on high-impact financial operations, ideal for individuals with a background in finance, banking, or administration who thrive in detail-oriented environments. You’ll be part of a collaborative team that values growth, learning, and mutual support - perfect for professionals looking to build their careers in financial services. If you're ready to join a top-tier financial institution and make an impact during a critical season, we’d love to hear from you.
*Please note the start date for this opportunity is the first week of October. Please keep this in mind when applying as commitment to the opportunity is of the utmost importance. We are hiring for multiple teams, and requirements will differ slightly based on the team mandate*
What You’ll Be Doing:
- Perform data entry, validation, and reconciliation
- Support administrative and operational processes
- Analyze financial information and ensure accuracy Handle sensitive client data with discretion and precision
REQUIRED SKILLS AND EXPERIENCE
- Degree, Diploma, or Certificate in Finance, Business, Administration, E-commerce, or related field
- Beginner-level Excel skills (Pivot Tables, VLOOKUP)
- Strong written and verbal communication skills Exceptional attention to detail and accuracy
NICE TO HAVE SKILLS AND EXPERIENCE
- 1–3 years of experience in banking or financial services (front-line or back-office)
- Intermediate to advanced Excel skills (Macros)
- Familiarity with Registered Products (TFSA, RRSP, RESP) Knowledge of Mutual Funds, Audit & Reconciliation, and Canadian/U.S. tax processes
*We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.
*Pay range for this role is between $20 - 22/hr CAD.
More about this job
Responsibilities
Perform data entry, validation, and reconciliation to support the expansion of a Wealth Management division. Analyze financial information and handle sensitive client data with precision during the Canadian tax season.
Requirements
Requires a degree, diploma, or certificate in Finance, Business, or a related field with beginner-level Excel skills. Experience in banking, knowledge of registered products, and advanced Excel skills are considered assets.
Skills
- Data Entry
- Data Validation
- Reconciliation
- Financial Analysis
- Excel
- Pivot Tables
- VLOOKUP
- Written Communication
- Verbal Communication
- Attention To Detail
- Banking Operations
- Registered Products
- Mutual Funds
- Audit
- Tax Processes
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Administrative
- Consulting
Keywords
- Finance
- Banking
- Wealth Management
- Excel
- Pivot Tables
- VLOOKUP
- Macros
- TFSA
- RRSP
- RESP
- Mutual Funds
- Audit
- Reconciliation
- Canadian Tax
- US Tax
- Data Entry
- Financial Operations
- Back-office