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Operations Associate (Account Maintenance)
Insight Global · Toronto, ON, Canada · From $22 CAD / hour
Operations Associate (Account Maintenance)
From $22 CAD / hour · Contract
Within 25 km of Vaughan · About 16.5 km from the city centre
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Job details
- Pay
- From $22 CAD / hour
- Job type
- Contract
- Posted
Original job description
Required Skills & Experience
-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
Nice to Have Skills & Experience
-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.
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.
More about this job
Responsibilities
The Operations Associate at Insight Global will manage account queues, keeping client accounts accurate and updated. They will also perform wire transfers as part of cross-border banking operations.
Requirements
Candidates need prior administrative or clerical experience in a financial institution or related field, and a completed diploma, certificate or degree in finance, e-commerce or administration. Strong verbal and written communication and multi-screen multitasking are also required.
Skills
- Excel
- Account maintenance
- Wire transfers
- Cross-border banking operations
- Power of Attorney processing
- Material change forms
- Trading agent updates
- Standard operating procedures (SOPs)
- Queue management
- Multi-screen multitasking
- Written communication
- Verbal communication
- Attention to detail
- Data entry
- Account administration
- Financial services operations
- Back-office operations
- Problem solving
- Multitasking
- Client account maintenance
Categories
- Finance & Accounting
- Administrative
- Customer Service & Support
Keywords
- Operations Associate
- account maintenance
- account administration
- wire transfers
- cross-border operations
- banking operations
- wealth operations
- investment operations
- Power of Attorney
- POA processing
- material change forms
- trading agent updates
- standard operating procedures
- queue management
- Excel
- financial institution
- bank operations
- clerical
- back office
- contract
Fields of study
- Finance
- E-commerce
- Administration
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