Required Skills & Experience

-Prior administrative or clerical experience within a financial institution or related field -Excellent 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.





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.

Artificial intelligence tools are used to assist in screening and assessing applicants for this position.

This role is to fill an existing vacancy.

This role is at a rate of CAD $22/h.

📌 Operations Associate (banking) (Toronto)
🏢 Insight Global
📍 Toronto