Operations Analyst – Financial Services

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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