Senior Associate, Investing Operations (Dividends)

July 10

🏡 Remote – Anywhere in Canada

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Wealthsimple

Powerful financial tools to help you grow and manage your money.

wealth manager • financial advisor • investment manager • portfolio manager • investment adivsor

501 - 1000

💰 Private Equity Round on 2021-05

Description

• Wealthsimple Operations Associates own and scale processes intelligently, with analytics, grit, and grace. We manage billions of dollars, so the stakes are high. We want to deliver extraordinary experiences that meet our client's on-demand expectations while being a compliance leader. At Wealthsimple, we are maker-owners, we believe that simple is better, and we do what's right for each client.

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.) • Has experience (or familiarity) with programming - this is a plus (especially SQL). • 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.

Benefits

• 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.

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