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:
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 strong 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 transparent 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.

#J-18808-Ljbffr

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