Operations Analyst – Financial Services - Toronto - Recruit Action inc.

    Recruit Action inc.
    Recruit Action inc. Toronto

    20 hours ago

    $37,088 - $66,970 (USD) per year
    Description

    Overview


    Operations Analyst – Financial Services role at Recruit Action inc. Exciting opportunity in the insurance industry for an analytical professional with strong Excel skills and a keen eye for detail. This hybrid role supports rate crediting operations and data validation across multiple financial systems. Ideal for a recent graduate or early-career candidate eager to grow in a structured, high-impact environment.

    What is in it for you

    • Hourly salary of $30.76 to $32.22, based on experience.
    • 6-month contract with the potential for permanent employment.
    • Full-time position: 37.50 hours per week; overtime may be required.
    • Weekday schedule from 9 am to 5 pm.
    • Hybrid work: in-office Tuesday to Thursday.
    • Location Options: Toronto or Waterloo, Ontario.

    Responsibilities

    • Gather and validate daily financial inputs including bond yields, FX rates, equity index values, and mutual fund values.
    • Upload Universal Life crediting rates to multiple administrative systems, ensuring data accuracy and integrity.
    • Perform issue investigation and reporting within defined accuracy thresholds.
    • Validate uploads to seven core administrative platforms.
    • Prepare weekly and monthly marketing materials related to crediting rates.
    • Post finalized materials to client and advisor-facing portals.
    • Execute manual processes such as rate calculations and stakeholder reporting.
    • Act as liaison with stakeholders to resolve processing issues or delays.
    • Support internal training, scheduling, and quality validation.
    • Manage concurrent deliverables in a dynamic, deadline-driven environment.
    • Identify and propose operational efficiency improvements.
    • Participate in vendor coordination and management.
    • Conduct internal testing, audits, and quality assurance reviews.
    • Maintain documentation library, procedures, and job aids.

    What you will need to succeed

    • A university or college degree in Business, Economics, Finance, Computer Science, or Mathematics preferred, or equivalent work experience.
    • 1+ year of experience in a processing or operations role. Open to recent graduates with relevant internships or work experience.
    • Moderate proficiency in Microsoft Excel, including basic macro functionality.
    • Ability to work overtime as required.
    • Strong attention to detail and accuracy under tight deadlines.
    • Effective analytical and problem-solving skills.
    • Excellent verbal and written communication abilities.
    • Highly organized, with strong planning and time management skills.
    • Adaptable and comfortable in dynamic business environments.
    • Able to work both independently and collaboratively.
    • Experience with SQL, VBA, or Power Query is an asset.
    • Background in computer science or technical systems is a plus.
    • Exposure to the financial services industry is considered an advantage.

    Why Recruit Action


    Recruit Action (agency permit: AP-2504511) provides recruitment services through quality support and a personalized approach to job seekers and businesses. Only candidates who match hiring criteria will be contacted.


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