Job Description
Student/ Summer/ Toronto/ Full-time/ Finance/ Compliance
We are seeking a detail-oriented and motivated summer student to assist with data entry and provide support to our Managed Supervision team in their daily activities. This is a great opportunity to gain hands-on experience in a professional setting while developing valuable administrative skills. You will develop an understanding of the necessary documentation needed to uphold and manage a client account in accordance with regulatory standards.
Who you are:
You are comfortable with technology. Your peers recognize you as an excellent communicator and team player who is not afraid to ask questions. Your attention to detail allows the team to run efficiently and productively.
What You Will Do:
Update and maintain New Account updates in the Portfolio system through the creation and modification of client portfolios;
Ensure accounts and portfolios are in-line with policies established in our Investment Policy Statement. Identify any discrepancies with existing portfolios;
On-going monitoring of any outstanding issues within the Portfolio System; includes resolving orphan accounts, removal of inactive and closed accounts, and perform changes of advisor or advisor codes;
Assist in other assigned tasks, including compiling data information report for testing and comparison and updating existing portfolio manager information on records;
Communicate effectively with team members to ensure workflow efficiency.
Education, Experience and Skills:
Currently enrolled in a post-secondary institution or high school (if applicable);
Strong attention to detail and accuracy in data entry;
Eagerness to learn and a willingness to be coached;
Excellent organizational and communication skills;
Ability to work independently while seamlessly fitting into a team dynamic;
Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
Invest in your talent by joining our team
See why so many people choose iA!
Company Overview
iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $235 billion in assets, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 130 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
Our commitment to Diversity and Inclusion
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, ****** orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, write to us. Someone from our team will be happy to assist you.
We are seeking a detail-oriented and motivated summer student to assist with data entry and provide support to our Managed Supervision team in their daily activities. This is a great opportunity to gain hands-on experience in a professional setting while developing valuable administrative skills. You will develop an understanding of the necessary documentation needed to uphold and manage a client account in accordance with regulatory standards.
Who you are:
You are comfortable with technology. Your peers recognize you as an excellent communicator and team player who is not afraid to ask questions. Your attention to detail allows the team to run efficiently and productively.
What You Will Do:
Update and maintain New Account updates in the Portfolio system through the creation and modification of client portfolios;
Ensure accounts and portfolios are in-line with policies established in our Investment Policy Statement. Identify any discrepancies with existing portfolios;
On-going monitoring of any outstanding issues within the Portfolio System; includes resolving orphan accounts, removal of inactive and closed accounts, and perform changes of advisor or advisor codes;
Assist in other assigned tasks, including compiling data information report for testing and comparison and updating existing portfolio manager information on records;
Communicate effectively with team members to ensure workflow efficiency.
Education, Experience and Skills:
Currently enrolled in a post-secondary institution or high school (if applicable);
Strong attention to detail and accuracy in data entry;
Eagerness to learn and a willingness to be coached;
Excellent organizational and communication skills;
Ability to work independently while seamlessly fitting into a team dynamic;
Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
Invest in your talent by joining our team
See why so many people choose iA!
Company Overview
iA Financial Group is the strength of a company with a human side, with its over 10,000 employees. Together, we have earned the trust of our more than five million clients and 50,000 advisors who have chosen us for their insurance, savings, and wealth management.
With over $235 billion in assets, we’re a key player in the financial services industry in Canada and the United States. The secret to our success? Investing in you, one person at a time. Because, for over 130 years, we have believed that it’s by supporting our employees and surrounding ourselves with the most reputable leaders in the industry, we will continue to innovate.
At iA, we’re invested in you.
Our commitment to Diversity and Inclusion
At iA Financial Group, we support and celebrate diversity. We strive to provide a workplace that is recognized as inclusive for all, regardless of ethnic origin, nationality, language, religious beliefs, gender, ****** orientation, age, marital status, family situation, or physical or mental disability.
Please note that if you need help or assistance to make the recruitment process more accessible for you, write to us. Someone from our team will be happy to assist you.
💡 Quick Summary
Seeking a career-building opportunity? The Student - Compliance position is now open for candidates interested in the Education Jobs sector. This role in Toronto offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Education Jobs is a plus.