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 explicit 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.

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