Portfolio Assistant, Winter 2027 (Co-op/Internship), Montreal - 4 months
Core
Operational backbone for wealth sales and service teams, ensuring smooth branch operations and efficient administrative execution.
Role type
Portfolio Assistant (Co-op/Internship)
Builds
Operational efficiency and client support processes for wealth management advisors
Domain
Financial Services / Wealth Management
Deliverable
Dashboards & analysis | product features (client review packages)
Required skills
Calendar management, documentation preparation, client record maintenance, workflow coordination, data gathering and formatting, regulatory compliance monitoring, process improvement identification
Preferred skills
Investment product knowledge, business performance metric analysis, strategic initiative coordination
Technologies
N/A
Responsibilities
Manage calendars and meeting logistics; prepare client review packages and reports; maintain accurate client records; coordinate office workflows; support risk and compliance processes; analyze data for business insights
Seniority
Entry-level / Internship