Junior Financial Analyst

4 weeks ago

Toronto, Ontario, Canada Wellington-Altus Full time
Job Title: Junior Financial Analyst

We are seeking a highly motivated and detail-oriented Junior Financial Analyst to join our team at Wellington-Altus Private Wealth. As a Junior Financial Analyst, you will play a key role in assisting in the development and implementation of internal control policies and procedures.

Key Responsibilities:
  • Conduct audits of accounts related to operational controls, ensuring adherence to compliance standards and accuracy in financial records.
  • Utilize analytical skills to examine transactional data within accounts, identifying suspicious or unusual activities and proposing corrective measures for resolution.
  • Monitor financial transactions occurring in corporate accounts, maintaining detailed records and obtaining necessary approvals based on predefined threshold limits.
  • Estimate error amounts associated with trade corrections to facilitate accurate reporting and resolution of discrepancies.
  • Initiate and process corrective tickets for trade corrections, employing suitable procedures tailored to the security type to rectify discrepancies promptly and effectively.
  • Facilitate the submission of iMOST for NBIN processing as required.
  • Execute daily uploads and reversal processes of transfer fees, ensuring accurate and timely processing of fee transactions.
  • Prepare comprehensive monthly reports on transfer fees for transitioning IA teams, providing valuable insights and facilitating a smooth transition process.
  • Collaborate with internal teams to assist in the design, documentation, and monitoring of internal control frameworks, ensuring alignment with organizational objectives and regulatory requirements.
Requirements:
  • Bachelor's degree in Finance, Accounting, Business, Information Technology, or similar field of study.
  • Minimum of 1-2+ years of experience in a software support environment, preferably with exposure to financial technology solutions.
  • Experience working with a discretionary Portfolio Manager considered an asset. Previous operations experience is an asset.
  • Advanced Excel skills essential for this role.
  • Proficiency with the MSOffice suite, including Word, Excel, PowerPoint, Teams, and Outlook.
  • Proven data mining experience, including basic programming acumen, a strong asset.
  • Previous experience or familiarity with internal controls or projects focused on cost effectiveness an asset.
  • Knowledge of accounting principles, including debit and credit entries, and journaling, an asset.
  • Strong understanding of the wealth management sector, including security types, trading practices, and financial instruments, an asset.
What We Offer:
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.
How to Apply:

If you are a motivated and detail-oriented individual with a passion for finance and operations, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to [insert contact information].

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