Co-op Student - Client Reporting Analyst

CI Financial


Date: 1 day ago
City: Toronto, ON
Contract type: Full time

Description

About Us Join the dynamic world of Aligned Capital, a thriving investment dealer with a culture of collaboration.  At Aligned, we live and breathe teamwork, embody service excellence, revel in creativity, and thrive on initiative.  We are looking for students with curiosity, drive and passion to join our dynamic team. At Aligned, you will have an immersive experience that will shape your professional path.  If you are looking to work with a dynamic team and have a ‘can do’ attitude, we are excited to hear from you.     Position Overview In this role you will assist with deliverables and tasks for the Client Reporting Tax Team with a focus on data handling and reconciliation.

What You Will Do

  • Assisting with data reconciliation processes utilizing accounting principles
  • Formatting and organization of large sets of data and filing
  • Estate tax slip generation
  • Assisting with Year End preparation activities
  • Other tasks as needed 
What You Will Bring
  • Strong MS Office skills (Outlook, Word, and Excel)
  • Team Player with friendly personality and strong communication skills
  • Proven ability to manage high volumes with a positive and professional attitude
  • Ability/Flexibility to work independently in hybrid home/office environment
  • Strong attention to detail and pride over your work
  • Experience providing client service in the investment, banking or related industries is an asset 
What We Offer We are committed to a positive employee experience fostered through an open and collaborative work environment. We offer you:
  • Competitive compensation
  • Recognition of your accomplishments
  • Communication and feedback
  • Investment in your training and development
  • Commitment to your health and well-being
  • Culture of inclusion, diversity, and positivity
 Aligned Capital Partners Inc. is an equal opportunity employer. If you require any accommodation to fully participate in our recruitment process, please call 905-639-5115. 

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