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Operations Assistant

1 month ago

Toronto Ontario, Ontario, Canada Insight Global Full time

***2 month contract + chance of extension***


Insight Global seeks a Senior Service Representative to join the Payment Services Team for one of the Top Canadian Banks. This Individual needs to have 2-3 years of experience as a service representative and knowledge of RESP accounts (Registered Education Saving Plan). This ideal Individual will check and reconcile information and documentation to ensure accuracy and completeness. They will need to know the risks and regulatory requirements and have excellent customer service skills.


Required Skills & Experience


- 2-3 years of relevant experience dealing with registered & payment services or relevant experience

- Good Knowledge of RESPs (Registered Education Saving Plans)

- Knowledge of the risk and regulatory requirements of the business

- PC skills (MS Word, Excel, PowerPoint)

- Very comfortable communicating with clients and senior management

- Previous experience using the ADP Broadridge application


Nice to Have Skills & Experience


-Previously worked with Private wealth or BMO private wealth