Reconciliation Associate

Summary

Join Wealthsimple's Crypto Operations team as an Associate and contribute to delivering seamless client experiences. You will play a vital role in shaping key processes, leading impactful projects, and collaborating with cross-functional partners. This position requires strong problem-solving skills, a proactive approach, and excellent communication. Responsibilities include preparing reconciliations, identifying process improvements, and ensuring seamless communication across stakeholders. The ideal candidate possesses relevant experience in a fast-paced environment and demonstrates strong organizational, collaborative, and communication skills. Wealthsimple offers a competitive salary, comprehensive benefits, and a remote-first work environment.

Requirements

• Relevant work experience: 2+ years of demonstrated success in a fast-paced environment preferably in brokerage operations, Fintech, Crypto, Financial Institutions or other operations roles in related fields
• Naturally Curious - Relentlessly pursuing to find the root cause of a problem, and willing to further expand their own knowledge & competencies
• Proactive and Action-Oriented - Takes initiative without needing direction, demonstrating full ownership of their work. Identifies problems proactively and strives to deliver solutions that make each day more effective and impactful than the last
• Organization and Planning - Plans, organizes, schedules, and budgets time in a productive manner, allowing for a focus on key priorities
• Collaboration - Demonstrates exceptional interpersonal skills and thrives in highly collaborative environments, fostering strong partnerships and teamwork to achieve shared success
• Efficiency - Delivers significant results with minimal wasted effort. Identifies the most effective path to define problems, develop solutions, and execute seamlessly
• Communication - Communicates openly and transparently, simplifying complex concepts into clear, actionable insights for diverse audiences, including engineering, finance, operational teams, and executives
• Honesty and Integrity - Doesn't cut corners. Does what is right, even if not the most expedient solution

Responsibilities

• Foster accountability and ensure accuracy by preparing reconciliations, investigating variances, and documenting their resolution
• Take ownership of process excellence by identifying and initiating proactive improvements to our reconciliation workflows
• Drive collaborative problem-solving with Finance, Data & Reconciliation teams to address deviations between expected outcomes and actual results
• Champion impactful project outcomes by independently owning problem-solving for distinct Crypto Product Ops initiatives and engaging leadership and stakeholders to move solutions forward
• Ensure seamless communication and alignment across internal stakeholders, external vendors, regulators, and auditors
• Cultivate expertise and elevate team knowledge by becoming a subject matter expert and supporting associates, specialists, and partners to level up collectively
• Optimize our Ecosystem
• Find opportunities to strengthen our internal controls, reduce any weaknesses/risks, and help scale processes within our product operations team
• Collaborate with external teams to ensure our key processes & controls are supporting our stakeholders and their deliverables
• Work closely with our Compliance & Finance teams to ensure our processes, controls, and reporting are adhering to regulatory standards (i.e CIRO, OSC)

Preferred Qualifications

• Crypto experience is a plus, but curiosity and a willingness to learn matter most!
• Proficiency in SQL, General Ledgers, and Reconciliations is highly valued. Familiarity with other systems or the ability to craft queries and develop simple automations is an added advantage

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
• Remote-first team