Wealth Planning & Finance Associate - Internship Program

Job Reference #

279023BR

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

This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html

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.

UBS Canada is committed to providing equal employment opportunity to all applicants and employees. This applies to everything we do – hire, evaluate, promote, compensate, train and terminate. UBS Canada will reasonably accommodate applicants with disabilities who need adjustments to participate in the application, assessment or interview process. To initiate a request for an accommodation contact HR Employee Advisory by email [email protected] or phone +1 855-827-6947, option 2, option 5, option 1.