Overview
Operations Associate Jobs in Grande Prairie, Canada at Insight Global
Position: Operations Associate – Insight Global )
Required Skills & Experience
- Previous experience in data entry or financial operations.
- Post‑secondary education in Finance, Business, or E‑Commerce.
- Proficiency in Microsoft Office Suite, especially Excel.
- Experience with accounting, reconciliation, and cash movement processes.
- Familiarity with EFT and wire transfer procedures.
- Strong attention to detail and organizational skills.
Nice to Have Skills & Experience
- Knowledge of Canadian investment accounts.
- Experience working with mutual funds or segregated funds.
- Ability to thrive in a high‑volume, deadline‑driven environment.
Job Description
Insight Global is seeking a motivated and detail‑oriented Operations Associate to join the operations team at one of Canada’s largest banking institutions. This role is ideal for someone with a robust interest in financial services and a desire to grow their career in a dynamic and fast‑paced environment.
The successful candidate will be responsible for processing mutual fund transactions, placing trades, conducting document reviews, and performing quality control checks.
Key Responsibilities
- Execute mutual fund trades and ensure accurate transaction processing.
- Review and validate financial documentation for completeness and compliance.
- Perform quality control checks to maintain data integrity.
- Support cash movement activities including EFTs and wire transfers.
- Assist with reconciliation and accounting tasks related to investment accounts.
- Collaborate with internal teams to resolve discrepancies and ensure timely servicing.
We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.
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Title: Operations Associate
Company: Insight Global
Location: Grande Prairie, Canada
Category:
