Wealth Management Operations Intern at Ubs Bank (canada)
Location: Toronto, Ontario, Canada
Salary range: $$$
Number of Reviews: 1
Popularity on RateMyCoopJob: 716 clicks
Job Description: Responsibilities: An Operations intern works as a key member of team, typically focusing on the following activities: - Daily reconciliation & Monthly reconciliations - Client correspondence filing - Pulling evidence for KPC items - Monthly mutual fund reconciliation - Account opening verifications - Monthly MIS reporting - Projects that are assigned during the work term - Help out other team members as needed.
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"This is a typical back office role. Rather than having been assigned one specific task, such as settlements, reconciliations, accounting openings...etc, you are going around the department and helping everyone so you get to see overall how a investment management firm works. You will also get a chance to see other departments such as finance, trading, compliance...etc, if you ask your supervisor. Overall, you will get a chance to understand how a back office works and the integral part it plays.You will be able to practice your excel, financial analysis on different projects. You will also help out the tax team. Do not that UBS Bank is different from UBS Securities. UBS Securities is the Asset Management/Investment Banking division."

almost 4 years ago

Based on $750/week