Wealthsimple is hiring a
Senior Associate, Investing Operations

Summary

The job description is for a Corporate Actions team member at Wealthsimple who will process corporate actions and dividends, require 5+ years of experience in a broker-dealer handling back office dividend payments (preferably CIRO-regulated dealer), strong Excel skills, industry courses completion or pursuit, programming skills (especially SQL), organizational skills, attention to detail, people skills, curiosity, and passion for fintech. The role offers competitive salary, retirement savings matching plan, generous PTO offerings, 90 days away program, a wide variety of Employee Resource Groups, and remote work.

Requirements

• Has 5+ years experience working at a broker-dealer handling back office dividend payments (CIRO-regulated dealer is preferred)
• Has experience working with CDS and DTCC
• Possesses strong Excel skills
• Has completed or is pursuing industry courses (CSC, 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
• Is passionate about technology, specifically fintech

Responsibilities

• Be a key member of the Corporate Actions team; this team is responsible for processing corporate actions and dividends 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 dividends processes for new product launches
• Be a subject matter expert on tax issues related to dividends
• 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)

Benefits

• Competitive salary
• Retirement savings matching plan using Wealthsimple Work
• Generous PTO offerings
• 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)