Enhance your skills as an Intern in Managed Accounts Supervision & Compliance with iA Private Wealth in Toronto. Contribute to client portfolio management, ensuring accuracy and compliance every step of the way.
This role involves supporting the Managed Supervision and Tier 2 Compliance teams, centering on meticulous administrative tasks. You will maintain client portfolios, review accounts for alignment with policies, and manage shared team communications effectively. Your work will play a crucial role in fostering operational success and enhancing client confidence.
Key Responsibilities:
• Maintain and update client portfolios in the system
• Review accounts for compliance with investment policies
• Monitor team inbox, coordinating task requests




• Resolve issues in portfolio records diligently
• Assist with data compilation and reporting initiatives
Requirements:
• Enrolled in a post-secondary institution or high school
• Solid attention to detail and organizational skills
• Advanced English proficiency for communication
• Proficiency in Microsoft Office Suite
• Eagerness to learn and be coached
Elevate your career within a nurturing environment at iA Private Wealth in Toronto, where your contributions matter.
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📌 Intern in Managed Accounts Compliance (Toronto)
🏢 PVH (Tommy Hilfiger/Calvin Klein)
📍 Toronto