Associate, Investing Operations

Summary

Join Wealthsimple's Corporate Actions team as an Operations Associate and play a key role in processing corporate actions on client accounts. You will work collaboratively with other associates to ensure data accuracy, manage critical tasks, and analyze processes for new product launches. This role requires strong analytical skills, attention to detail, and experience in back-office corporate action processing within a broker-dealer setting. You will use data to identify inefficiencies and propose solutions, contributing to the efficiency of back-office operations. Wealthsimple offers a competitive salary, comprehensive benefits, and a remote-first work environment.

Requirements

• Has 1+ years experience working at a broker-dealer handling back office corporate action processing for equities and options (IIROC-regulated dealer is preferred)
• Has experience working with CDS and DTCC
• Possesses strong Excel skills
• Has completed or is pursuing industry courses (CSC, DFC, DFOL etc.)
• Is organized with strong attention to detail, is comfortable working with large datasets, and can meet tight deadlines
• Has great people skills and a positive attitude. You will be working in a highly collaborative environment
• Is naturally curious: if something seems off, you want to figure out what’s going on

Responsibilities

• Be a key member of the Corporate Actions team; this team is responsible for processing corporate actions on clients' accounts
• Work directly with motivated Operations Associates to ensure the accuracy of our records for clients
• Take ownership of critical tasks escalating to the trade desk, securities lending teams, management and other teams as necessary to reduce risk
• Analyze the impact and changes required to the corporate actions and dividends processes for new product launches
• Troubleshoot, manage and proactively resolve reconciliation differences
• Use data to identify inefficiencies and propose solutions
• Develop processes to increase the efficiency of our back-office operations

Preferred Qualifications

• Has experience (or familiarity) with programming - this is a plus (especially SQL)
• Is passionate about technology, specifically fintech

Benefits

• Competitive salary with top-tier health benefits and life insurance
• Retirement savings matching plan using Wealthsimple Work
• 20 vacation days per year and unlimited sick and mental health days
• Up to $1,500 per year towards wellness and professional development budgets respectively
• 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
• A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
• Company-wide wellness days off scheduled throughout the year