Our client in the Private Wealth Management space is looking for a Compliance and Operations Support Analyst to support the executive leader directly. In this role, you will learn and gain experience to advance into a leadership role as you grow further in your career. You will be:

Monitoring day-to-day compliance

Maintaining and reconciling daily portfolio informatio

Tracking cost basis, gains, and tax-related data for client accounts

Preparing year-end tax reporting to clients

Generating and monitoring client billings

Preparing complex reports into readable information for clients What we are looking for:

University degree in Finance, Accounting, or Economics

Experience working within private wealth management is a robust asset

Advanced skills in MS Excel

Experience with portfolio management software

Experience analyzing financial data

Strong written and verbal communication skills, with strong client focus What we offer:

Support and clear trajectory for career growth and advancement

Work/life balance

Extended health care benefits

Annual bonus

Paid time off Please note this role is hybrid, 3 days in office.

📌 Compliance Support Analyst (Oakville)
🏢 SEQ Technology
📍 Oakville