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About the Role

As an Intern - Managed Accounts Supervision & Compliance, you will play a key role in supporting our Managed Supervision and Tier 2 Compliance teams in their daily activities, while developing valuable administrative and operational skills. This position is a great opportunity to showcase your skills and fully realize your potential within a caring and trustworthy company.

Responsibilities

• Maintain and update client portfolios within the Portfolio System through the accurate creation, modification, and administration of new and existing accounts.
• Review client accounts and portfolios to ensure alignment with Investment Policy Statements and established firm policies, identifying discrepancies and exercising critical thinking and problem-solving skills to address exceptions.
• Monitor a shared team inbox, prioritizing competing requests, coordinating task delegation, and ensuring all inquiries are addressed accurately and within established service levels.
• Proactively monitor and maintain portfolio records by resolving outstanding issues, including orphan accounts, inactive and closed accounts, advisor changes, and advisor code updates, while ensuring accuracy and regulatory compliance.
• Assist with a variety of operational and administrative initiatives, including data compilation, testing and comparison reporting, and maintenance of portfolio manager records.

Requirements

• Currently enrolled in a post-secondary institution or high school.
• Recognized for their attention to detail.
• Eagerness to learn and a willingness to be coached.
• Strong organizational skills.
• Strong communication skills.
• Advanced level of English proficiency.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook).

Skills

• Attention to detail
• Organizational skills
• Communication skills
• English proficiency
• Microsoft Office Suite (Excel, Word, Outlook)
• Data integrity
• Critical thinking
• Problem-solving skills
• Analytical skills
• Technical skills

Location

• Toronto

Work Type

• Hybrid

Experience Level

• Intern

Education Level

• Post-secondary institution or high school enrollment

Salary/Compensations

• $23.50 to $29.50 CAD per hour

Benefits

• Access to internal training
• Mentoring
• Involvement in real projects
• Flexible schedules adapted to studies
• Rewarding experience for your professional journey

About the Company

• iA Financial Group is a company with over 8,000 employees, serving over four million clients and 25,000 advisors in insurance, savings, and wealth management.
• With over $200 billion in assets and half a billion invested in technological innovation, iA Financial Group is a key player in the financial services industry in Canada and the United States.
• The company has a 125-year history of investing in its employees and surrounding itself with reputable leaders to continue innovating.

Equal Opportunity

• 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, sexual orientation, age, marital status, family situation, or physical or mental disability.
• Assistance is available to make the recruitment process more accessible.