Job title: Senior Associate, Investing Operations (Corporate Actions and Dividends)

Company: Wealthsimple

Job description: Your career is an investment that grows over time!

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 3 million users who trust us with more than $20 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We’re looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

​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.

In this role, you will:

• 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 the records we hold for clients.
• Take ownership of critical tasks escalating to the trade desk, securities lending teams, management and other teams as necessary to reduce risk.
• Work with external counterparties to ensure dividend claims are settled in a timely manner.
• Be a subject matter expert on tax issues related to corporate actions and 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.

We are looking for people who:

• Have 5+ years experience working at a broker-dealer handling back office corporate action processing for equities and options (IIROC-regulated dealer is preferred).
• Have experience working with CDS and DTCC.
• Possess strong Excel skills.
• Have completed or are pursuing industry courses (CSC, DFOL etc.)
• Have experience or familiarity with programming is a plus (especially SQL).
• Are organized with strong attention to detail and are comfortable working with a large set of data and able to meet tight deadlines.
• Have awesome people skills and a positive attitude. You will be working in a highly collaborative environment.
• Are naturally curious: if something seems off, you want to figure out what’s going on.
• Are passionate about technology, specifically fintech.

Why Wealthsimple?

🤑 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 $1500 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) Employee Resource Groups

💖 Company-wide wellness days off scheduled throughout the year

We’re a remote-first team, with over 1000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions – join us!

Read our and learn more about

DEI Statement

At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement

Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.

Expected salary:

Location: Canada

Job date: Fri, 06 Oct 2023 02:36:08 GMT