Operations Associate (Account Maintenance)

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.

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/.

-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

-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.

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.