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Aug 08, 2025

Omaha, NE

|

Accounting / Finance

|

Contract

|

$17 - $21 (hourly estimate)

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Insight Global is looking for a Collections Representative to join the team of one their clients in Omaha, NE. This position will be responsible for monitoring the status of their assigned accounts... and taking action to ensure their timely conversion to cash while maintaining customer confidentiality. Their day will consist of a lot of receiving and responding to client emails and will be expected to respond promptly and accurately. This position will pay up to $21/hr.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Aug 11, 2025

San Diego, CA

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Accounting / Finance

|

Perm

|

$60k - $75k (estimate)

{"JobID":434159,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-117.16,"Longitude":32.8,"Distance":null},"State":"California","Zip":"92111","ReferenceID":"SDG-219f2e82-dd5a-424d-be30-079466ee450c","PostedDate":"\/Date(1754943858000)\/","Description":"The Foreclosures Supervisor manages a team handling mortgage foreclosures, bankruptcies, and related tasks. They ensure work is done accurately, on time, and in compliance with laws and regulations.Main Responsibilities:- Oversee daily work and ensure team meets productivity and quality goals.- Coach and support team members; hire, train, and discipline staff as needed.- Monitor the status of files and ensure all documents and steps are completed correctly.- Review and approve foreclosure and bankruptcy cases.- Calculate fees and prepare invoices.- Ensure files are closed and stored properly.- Help update procedures to stay compliant with laws and investor rules.- Support audits and process improvements.- Provide regular updates to senior management about team performance and issues.- Handle higher-risk issues and coach staff on resolving problems.Team \u0026 Impact:- Manages 5-8 staff members.- Plays a key role in ensuring the department runs smoothly and efficiently.- Works independently, guiding less experienced team members and contributing to process improvements.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Foreclosure Supervisor","City":"San Diego","ExpirationDate":null,"PriorityOrder":0,"Requirements":"- 5+ years experience in mortgage loan servicing or foreclosure processes.- Deep knowledge of mortgage foreclosures, defaults, bankruptcies, and related regulations.- Experience with FHA and VA.- Strong organizational, communication, and problem-solving skills.- Ability to work well under pressure and meet deadlines.- Proficient in Microsoft Office and cloud-based tools.","Skills":"- Bachelor?s degree or equivalent experience (preferred).- Basic math skills and familiarity with document software like AIQ and Blitzdoc (preferred).","Industry":"Accounting / Finance","Country":"US","Division":"AF\u0026E","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":74500.0000,"SalaryLow":59600.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}

The Foreclosures Supervisor manages a team handling mortgage foreclosures, bankruptcies, and related tasks. They ensure work is done accurately, on time, and in compliance with laws and... regulations.Main Responsibilities:- Oversee daily work and ensure team meets productivity and quality goals.- Coach and support team members; hire, train, and discipline staff as needed.- Monitor the status of files and ensure all documents and steps are completed correctly.- Review and approve foreclosure and bankruptcy cases.- Calculate fees and prepare invoices.- Ensure files are closed and stored properly.- Help update procedures to stay compliant with laws and investor rules.- Support audits and process improvements.- Provide regular updates to senior management about team performance and issues.- Handle higher-risk issues and coach staff on resolving problems.Team & Impact:- Manages 5-8 staff members.- Plays a key role in ensuring the department runs smoothly and efficiently.- Works independently, guiding less experienced team members and contributing to process improvements.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Aug 21, 2025

New York, NY

|

Accounting / Finance

|

Contract

|

$52 - $65 (hourly estimate)

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Insight Global is seeking a support-focused IT professional to join a high-impact trading floor team. This role is designed for someone? in IT support, particularly within equity execution platforms.... The successful candidate will act as a first responder to trader issues?like a firefighter?ensuring that trading operations run smoothly and efficiently. This is a user-facing, client-facing role requiring strong communication skills and a proactive mindset.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Aug 26, 2025

Marietta, GA

|

Accounting / Finance

|

Contract-to-perm

|

$18 - $22 (hourly estimate)

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We are seeking a detail-oriented and dependable Billing Specialist to join our team in Marietta. This part-time role is ideal for someone with strong data entry skills and a solid foundation in... Excel. The position involves high-volume billing and requires accuracy, speed, and a proactive approach to managing billing tasks.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Aug 06, 2025

Toronto, ON

|

Accounting / Finance

|

Contract

|

$36 - $45 (hourly estimate)

{"JobID":433322,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":0,"Longitude":0,"Distance":null},"State":"Ontario","Zip":"M5V 3","ReferenceID":"TOR-b72e48ae-9930-4f59-bd64-cfcbcefed99f","PostedDate":"\/Date(1754500826000)\/","Description":"IT Business Analyst (IT BA) plays a key role in bridging the gap between business stakeholders and IT teams. Key ResponsibilitiesStakeholder Collaboration:? Partner with operations teams to gather, document, and analyze business requirements.? Facilitate workshops, interviews, and process walkthroughs to understand business needs and pain points.? Act as a trusted advisor to stakeholders.Requirements Management:? Develop detailed functional and non-functional requirements.? Create use cases, user stories, process flows, and business models to articulate requirements clearly.? Ensure traceability of requirements throughout the project lifecycle.Solution Design \u0026 Delivery:? Collaborate with Data technical teams to design solutions that meet operational requirements.? Support system configuration, integration, and customization efforts, ensuring alignment with business processes.? Validate solutions during testing phases, ensuring they meet documented requirements and deliver expected outcomes.? Identify risks, gaps, and opportunities for process improvement during project execution.Continuous Improvement:? Analyze existing operational workflows and recommend enhancements leveraging AI Tools.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Business Analyst","City":"Toronto","ExpirationDate":null,"PriorityOrder":0,"Requirements":"Skills \u0026 Expertise? Business Process Analysis: Proven ability to evaluate operational workflows and identify areas for optimization.? Requirements Management: Expertise in developing comprehensive documentation, including use cases, process flows, and user stories.? Technical Acumen: Familiarity and curiosity of AI Tools, configurations, system integrations, and end-to-end implementation processes.? Stakeholder Engagement: Excellent communication and facilitation skills to gather requirements and manage expectations effectively.? Problem-Solving: Ability to identify issues, analyze root causes, and propose practical solutions.? Tools Proficiency: Skilled in tools such as Jira, Confluence, Visio, and MS Projects.? Methodologies: Experience with both Agile and Waterfall project methodologies.---Qualifications? Bachelor?s degree in Information Technology, Computer Science, Business Administration, or a related field.? 5-10 years of experience as a Business Analyst? Professional certifications such as Certified Business Analysis Professional (CBAP)? Proven track record of delivering projects in complex, cross-functional environments.? Strong understanding of operational processes in industries like supply chain, manufacturing, or consumer goods.","Skills":"","Industry":"Accounting / Finance","Country":"Canada","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":45.0000,"SalaryLow":36.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}

IT Business Analyst (IT BA) plays a key role in bridging the gap between business stakeholders and IT teams. Key ResponsibilitiesStakeholder Collaboration:? Partner with operations teams to gather,... document, and analyze business requirements.? Facilitate workshops, interviews, and process walkthroughs to understand business needs and pain points.? Act as a trusted advisor to stakeholders.Requirements Management:? Develop detailed functional and non-functional requirements.? Create use cases, user stories, process flows, and business models to articulate requirements clearly.? Ensure traceability of requirements throughout the project lifecycle.Solution Design & Delivery:? Collaborate with Data technical teams to design solutions that meet operational requirements.? Support system configuration, integration, and customization efforts, ensuring alignment with business processes.? Validate solutions during testing phases, ensuring they meet documented requirements and deliver expected outcomes.? Identify risks, gaps, and opportunities for process improvement during project execution.Continuous Improvement:? Analyze existing operational workflows and recommend enhancements leveraging AI Tools.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Aug 08, 2025

Phoenix, AZ

|

Accounting / Finance

|

Contract

|

$16 - $20 (hourly estimate)

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A client in Phoenix, AZ is looking for a Collection Agent to join their team. This team is responsible to collect funds from delinquent accounts. The money given to members are credit cards loans,... home equity lines of credit, savings accounts that are over drawn, etc. Responsibilities of this individual are shown below: ? Will conduct Inbound and Outbound calls and will speak with about 40 members per day ? Will understand what the member?s needs are and provide solutions to help improve the member?s financial security ? Contacting members by telephone to negotiate debt recovery Negotiate settlements to receive payment on percentages of loansWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Aug 12, 2025

Lexington-Fayette, KY

|

Accounting / Finance

|

Perm

|

$75k - $85k (estimate)

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Insight Global is seeking a detail-oriented and proactive Senior Accountant to support financial reporting and analysis across the organization. This role requires strong accounting expertise,... business acumen, and a collaborative mindset to drive operational excellence. Key responsibilities include leading the monthly close and reporting process to ensure deadlines are met, preparing journal entries and account reconciliations, and analyzing financial data to assist in the preparation of balance sheets, profit and loss statements, and other reports. Success in this role also depends on strong problem-solving skills, attention to detail, and the ability to communicate effectively and work collaboratively in a fast-paced, evolving environment.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .

Aug 15, 2025

Barrie, ON

|

Accounting / Finance

|

Contract

|

$19 - $24 (hourly estimate)

{"JobID":435786,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":0,"Longitude":0,"Distance":null},"State":"Ontario","Zip":"L4N 7","ReferenceID":"TOR-c8cbbe66-2fae-415d-8b17-94cfeffaf3cb","PostedDate":"\/Date(1755290961000)\/","Description":"Provides end-to-end support for our client\u0027s mutual funds, ETFs, segregated funds, term investments, and savings products for internal and external stakeholders. Delivers operational processes and provides after-sales support to the personal wealth and asset management businesses and stakeholders. Areas of operational expertise include Broker/Dealer and Private Bank support, Asset Management, Investment Funds, and Life Insurance.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Investment Operations Specialist","City":"Barrie","ExpirationDate":null,"PriorityOrder":0,"Requirements":"? Knowledge of Corp actions and Reorg experience? Wealth Operations Experience from a bank or wealth institution (Ideally 6+ months)? MS Office (Excel, Word, PPT, teams)Soft Skills:? Attention to detail ? Organizational skills? Self-sufficient? Independent? Multitask? Reliable ? Analytical skills? Punctual ? Good communication skills (verbal/written). Be open to feedback.","Skills":"","Industry":"Accounting / Finance","Country":"Canada","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":24.0000,"SalaryLow":19.2000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}

Provides end-to-end support for our client's mutual funds, ETFs, segregated funds, term investments, and savings products for internal and external stakeholders. Delivers operational processes and... provides after-sales support to the personal wealth and asset management businesses and stakeholders. Areas of operational expertise include Broker/Dealer and Private Bank support, Asset Management, Investment Funds, and Life Insurance.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Aug 18, 2025

Toronto, ON

|

Accounting / Finance

|

Contract

|

$18 - $22 (hourly estimate)

{"JobID":435790,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":0,"Longitude":0,"Distance":null},"State":"Ontario","Zip":"M5B 2","ReferenceID":"TOR-724ddc85-60db-439f-8097-4ffb1d4a132e","PostedDate":"\/Date(1755549383000)\/","Description":"Insight Global is seeking an Administrative assistant to join one of Canada\u0027s top banking institutions. The successful candidate will reconcile documents coming into the office and file them in the appropriate areas. The ideal candidate will be tech-savvy, have a keen eye for detail, and be able to communicate well with their peers.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Administrative Assistant","City":"Toronto","ExpirationDate":null,"PriorityOrder":0,"Requirements":"-Previous administrative experience -Strong communication skills -Experience working with virtual platforms -Strong MS Suite experience-Comfortable navigating multiple screens","Skills":"-Completed Post-secondary Degree or Diploma","Industry":"Accounting / Finance","Country":"Canada","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":22.0000,"SalaryLow":17.6000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}

Insight Global is seeking an Administrative assistant to join one of Canada's top banking institutions. The successful candidate will reconcile documents coming into the office and file them in the... appropriate areas. The ideal candidate will be tech-savvy, have a keen eye for detail, and be able to communicate well with their peers.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Aug 20, 2025

Toronto, ON

|

Accounting / Finance

|

Contract

|

$20 - $25 (hourly estimate)

{"JobID":435791,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":0,"Longitude":0,"Distance":null},"State":"Ontario","Zip":"M5B 1","ReferenceID":"TOR-6d440ec9-dad5-4736-8e0c-f4d973c12d0f","PostedDate":"\/Date(1755707878000)\/","Description":"Insight Global is looking for a Senior Service Representative to join a team within one of Canada\u0027s largest banking institutions. The successful candidate will provide end-to-end support for security setup and pricing on the bank\u0027s Wealth Management books of record for all Wealth Management lines of business (Investor Line, Nesbitt Burns, Private Investment Council, and the Trust Company). This role is responsible for ensuring that set up and pricing are accurate, complete and timely; overseeing other team members? work for accuracy; triaging issues and developing a remediation action plan; and partnering with lines of business or other Wealth Operations teams to ensure timely and satisfactory resolution of inquiries. Security set up includes equities, fixed income, mutual funds, ETFs, segregated funds, term investments and private securities.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Senior Serivice Representative","City":"Toronto","ExpirationDate":null,"PriorityOrder":0,"Requirements":"-Experience with security set up and pricing activities -Knowledge of vendor tools that provide price and security detail information like Bloomberg, Eikon and Fundserv-Knowledge of Capital market products (Equities, Derivatives and Fixed income securities)-Excellent organizational, prioritization, and time management skills-Intermediate to advanced Excel functionality-Strong attention to detail and understanding of audit requirements to ensure adequate audit trail and compliance with controls","Skills":"-Knowledge of/experience with Broadridge (ADP), FIS (Global Plus), RIS and Charles River Investment Management System-Audit experience would be a significant asset, understanding how to process relevant documentation per audit standards","Industry":"Accounting / Finance","Country":"Canada","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":25.0000,"SalaryLow":20.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}

Insight Global is looking for a Senior Service Representative to join a team within one of Canada's largest banking institutions. The successful candidate will provide end-to-end support for security... setup and pricing on the bank's Wealth Management books of record for all Wealth Management lines of business (Investor Line, Nesbitt Burns, Private Investment Council, and the Trust Company). This role is responsible for ensuring that set up and pricing are accurate, complete and timely; overseeing other team members? work for accuracy; triaging issues and developing a remediation action plan; and partnering with lines of business or other Wealth Operations teams to ensure timely and satisfactory resolution of inquiries. Security set up includes equities, fixed income, mutual funds, ETFs, segregated funds, term investments and private securities.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

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