Operations Associate

Job summary

Provide operational support for daily processing activities and help maintain service levels for high-net-worth clients. Coordinate and follow up with internal and external partners to ensure tasks are completed on time.

Job details

Insight Global is seeking an Operations Associate to join a large enterprise banking client. This role will provide operational support for daily processing activities and help ensure service levels are maintained on daily basis for high net worth clients. The ideal candidate should possess the following qualifications and skills: 1+ year of experience in a banking environment (co-op or FT acceptable) Excellent coordination, investigative, and organizational abilities Proactive approach with a strong focus on completing tasks independently Fast learner with the ability to adapt to new processes and systems quickly Strong typing and data entry skills with attention to detail Proficiency in Microsoft Office applications, particularly Excel, Outlook, Word, and Teams Previous experience or knowledge of Mutual Funds, Investments, and the financial services industry is preferred Ability to manage multiple priorities in a fast-paced operational environment Strong follow-up skills to ensure timely completion of tasks with internal and external partners. “Artificial intelligence tools are used to assist in screening and assessing applicants for this position." This role is vacant for a new opening This role is looking to pay $22/hr

What you’ll do

Provide operational support for daily processing activities and help maintain service levels for high-net-worth clients. Coordinate and follow up with internal and external partners to ensure tasks are completed on time.

Requirements

Applicants should have at least one year of banking experience, including co-op experience, and strong coordination, investigative, organizational, typing, and data-entry skills. They should be adaptable, detail-oriented, able to manage multiple priorities independently, and proficient in Microsoft Office; knowledge of mutual funds, investments, or financial services is preferred.

Listed skills

• Microsoft Teams · Preferred
• Organization · Preferred
• adaptability · Preferred
• Attention to detail · Preferred
• Microsoft Excel · Preferred
• Prioritization · Preferred
• Data entry · Preferred
• Microsoft Word · Preferred
• Microsoft Outlook · Preferred
• coordination · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Coordination
• Investigative Skills
• Organization
• Independent Task Completion
• Adaptability
• Typing
• Data Entry
• Attention to Detail
• Microsoft Excel
• Microsoft Outlook
• Microsoft Word
• Microsoft Teams
• Mutual Funds
• Investments
• Prioritization
• Follow-Up

Job areas

• Finance & Accounting
• Administrative

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