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Recruit Action inc.
Operations Analyst – Financial ServicesRecruit Action inc. • Toronto, ON, CA
Operations Analyst – Financial Services

Operations Analyst – Financial Services

Recruit Action inc. • Toronto, ON, CA
30+ days ago
Job type
  • Full-time
  • Permanent
  • Temporary
Job 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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Operations Analyst – Financial Services • Toronto, ON, CA

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