- Working with investment advisors to support and facilitate client transfers from other financial institutions (not a client-facing role).
- Open and set up client accounts (NOT CLIENT FACING)
- Follow up on transfers
- Additional tasks include, policy review, escalation management
- Primary focus on opening client accounts and transfers
Must Have Requirements: 2-3+ years previous banking operations experience; involved in account openings, transfers (ideally in Wealth Operations)
Proficient in Microsoft Excel and Word
Savvy with technology and data
Experience in escalations and policy review
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📌 Jr. Payment Analyst (Ontario)
🏢 Insight Global
📍 Ontario
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