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 robust 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)

Job Description

Insight Global is seeking Operations Associates 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 robust communicators who are comfortable working in a quick-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.
Prior experience with RESP and RDSP knowledge.
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.

*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 - $24/hour CAD.

📌 Operations Associate Toronto
🏢 Insight Global
📍 Toronto