Head of Operations for FNBO's Wealth Division, overseeing operational excellence and transformation. Managing cross - functional teams to deliver exceptional client experiences and regulatory compliance.
About the role
- Private Client Operations Intern assisting with process improvement and client engagement initiatives at Toyota Insurance. Focus on automation, data management, and operational efficiency within the insurance sector.
Responsibilities
- Identify automation opportunities by extracting data from Nexsure and external sources into Excel, cleaning the data, and creating visual reports and dashboards.
- Design and implement a structured workflow to improve visibility of quote status and terms.
- Develop structured workflows to support consistent follow‑ups and quoting processes.
- Use Excel to organize, validate, and prepare datasets.
- Create data visualizations and dashboards using Power BI.
- Document solutions, workflows, and best practices for ongoing use.
- Support various projects within the High Net Worth Private Client department as needed.
Requirements
- Currently pursuing a degree in Business Major, Risk Management Insurance, Data Analytics, Information Systems, Business Analytics, or a related field.
- Strong proficiency in Microsoft Excel (sorting, formulas, macros, data validation)
- Working knowledge of or strong interest in Power BI and data visualization
- Ability to analyze data, identify patterns, and recommend process improvements
- Strong organizational skills and attention to detail
- Ability to work independently and manage multiple tasks
- Basic understanding of insurance, financial services, or client relationship management
- Interest in process automation and operational efficiency.
Benefits
- Hands-on corporate experience
- Corporate training courses
- Opportunities for professional growth
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Barista preparing and serving beverages and food at a specialty coffee shop. Delivering exceptional customer service and maintaining high standards of product knowledge.
Intern providing support in data entry and document logging for misroute cases at Teleport. Role focused on accuracy and supporting logistics operations in Southeast Asia.
Order Operations Specialist managing compliance and operational excellence for sales teams at Smartsheet. Analyzing complex deals and collaborating with cross - functional teams in a multinational environment.
Senior Commercial Operations Contract Manager for GE Vernova, focusing on contract negotiations and risk management in energy solutions. Collaborating with cross - functional teams to ensure compliance and value creation.
Operations Executive supporting daily US polymer distribution operations at Tricon. Managing logistics, order processing, and ERP updates in a hybrid work environment.
Lead cross - functional teams to enhance retention and growth strategies for Gartner’s largest clients. Oversee strategic initiatives and collaborate with senior leaders across the organization.
Operational Excellence & Standards Leader improving service delivery and transformation initiatives for GE Vernova. Leading operational excellence and building a culture of continuous improvement across North America.
Transaction Management Ops Analyst at Bank of America responsible for securities settlement and transactions. Ensuring accuracy and compliance in financial operations and risk assessment.
Order Fulfillment Manager managing the fulfillment process in a global leader in materials engineering. Collaborating cross - functionally to ensure customer satisfaction and effective order management.