Wealth Planning

2 weeks ago

Toronto, Canada UBS Full time

Canada
- Business management, administration and support
- Global Wealth Management

**Job Reference #**
- 269435BR

**City**
- Toronto

**Job Type**
- Full Time, Temporary / Contract

**Your role**
- Are you a detail-oriented multitasker? Do you know how to make sure things run smoothly? We’re looking for someone like that who can provide administrative support to the Wealth Management team.
- In this role you’ll:

- prepare and enter data into wealth plans and track their progress
- take care of settlement of accounts, processing invoices and expenses, printing and mailing cheques to
- employees and vendors, conducting cheque runs twice a month and preparing cheque log for sign off
- assist with compliance reports, including daily trade reports and consolidation on a quarterly basis
- provide organizational support for Finance and Product departments, including preparing boxes for
- offsite storage and ordering cheques
- administer filing systems, including the filing of invoices and journal entries
- coordinate various internal communications material, such as preparing daily and quarterly reports and
- minutes for weekly Finance meetings and tracking action items, training material on T&E claim form,
- quarterly expense accrual message
- assist annually with preparation for external audit
- managing our external service provider list with other affiliates
- manage vacation planner/dashboard for Products and Finance teams

**Your team**
- You’ll be working as part of our Wealth Management Team and share Wealth Planning and Finance responsibilities in Toronto, Canada.
- We tailor custom wealth management and investment solutions based on our client's monetary requirements. We seek to understand our client's objectives and make suggestions on how best to achieve their money management goals.

**Your expertise**
- You have:

- ideally some years of administrative experience in a fast-paced, highly professional environment
- demonstrated proficiency in Microsoft Office (Outlook, Word, PowerPoint, Excel)
- You are:

- a strong written and verbal communicator, comfortable interacting with colleagues at all levels
- organized, with an innate sense of how to prioritize and willingness to learn new systems (e.g., SUN GL)
- able to work flexible hours, when needed

**About us**
- Expert advice. Wealth management. Investment banking. Asset management. Retail banking in Switzerland. And all the support functions. That's what we do. And we do it for private and institutional clients as well as corporations around the world.
- We are about 60,000 employees in all major financial centers, in more than 50 countries. Do you want to be one of us?

**How we hire**

**Join us**
- At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
- From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

**Disclaimer / Policy Statements**
- UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

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