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- Employment type
- Contract
- Experience level
- Entry, Junior · 0+ years
- Minimum education
- College diploma
- Posting language
- English
- Working hours
- 40 hours per week
- Seniority
- Mid-Senior level
- Application method
- Direct apply is available
Job summary
Review financial reports related to shares and various investment products, with a focus on corporate actions. Handle fluctuating request volumes and learn processes quickly.
Job details
Pay: $20-$22/hour Required Skills & Experience -1-2 years of relevant experience in financial investments, with a solid understanding of investment terminology to facilitate the learning process. -Basic proficiency in Excel functions, primarily for tracking and record-keeping purposes. -Completed degree or diploma in Commerce, Finance, Business Administration, or a related field. -Strong communication skills. Job Description Insight Global is seeking an Operations Investment Representative specializing in Corporate Actions to join one of Canada's leading banking institutions. This role involves reviewing financial reports related to shares and various investment products. The ideal candidate will have prior experience with financial investments and must be a quick learner, as the volume of requests can fluctuate throughout the year. We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position. Vacancy: This posting is for a currently vacant role, and the successful candidate will be hired into an existing open position.
What you’ll do
Review financial reports related to shares and various investment products, with a focus on corporate actions. Handle fluctuating request volumes and learn processes quickly.
Requirements
Requires 1–2 years of relevant financial investment experience, a solid understanding of investment terminology, and basic Excel proficiency for tracking and record-keeping. A completed degree or diploma in Commerce, Finance, Business Administration, or a related field, along with strong communication skills, is required.
Listed skills
- Microsoft Excel · Preferred
- record keeping · Preferred
- Communication · Preferred
- Tracking · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Financial Investments
- Investment Terminology
- Excel
- Tracking
- Record-Keeping
- Communication
- Corporate Actions
- Financial Report Review
- Investment Products
Job areas
- Finance & Accounting
- Administrative
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