Who Can Apply
- Candidates must be legally authorized to work in Canada
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 strong communicators who are comfortable working in a fast-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.
- 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 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/.
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 strong 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)
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.