Intern - Managed Accounts Supervision & Compliance

iA Financial Group•Toronto, ON

5d•CA$24 - CA$30•Hybrid

About The Position

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. Here, people and their development are at the heart of our priorities, fostering an environment that encourages collaboration and innovation.

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, as the individual will be required to communicate verbally and in writing with English-speaking colleagues and internal partners across Canada on a daily basis
Proficiency in Microsoft Office Suite (Excel, Word, Outlook)

Responsibilities

Maintain and update client portfolios within the Portfolio System through the accurate creation, modification, and administration of new and existing accounts, ensuring strong attention to detail and data integrity.
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, demonstrating strong analytical and technical skills.