Operations Associate

Pay:$22/hour 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 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) 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.

The associate will review and validate incoming transfer-in documentation and coordinate with other financial institutions. They are also responsible for completing internal operational entries and maintaining accurate workflow tracking.

Candidates should have prior experience in financial operations, specifically with back-office processing or documentation review. Proficiency in computer systems and basic Excel skills are required.

• Attention to detailPreferred
• Microsoft ExcelPreferred
• Data entryPreferred

Identified from the job description. Confirm important requirements above.

• Financial Operations
• Documentation Review
• Back-office Processing
• Communication Skills
• Attention To Detail
• Microsoft Excel
• Data Entry
• Client Outreach

• Finance & Accounting
• Administrative
• Consulting

Minimum experience

2+ years

Apply by

Sep 5, 2026

Posting language

English

Working hours

40 hours per week

Seniority

Mid-Senior level

Application method

Direct apply is available