Full-Time

Senior Associate

Investing Operations, Corporate Actions & Dividends

Posted on 5/10/2024

Wealthsimple

Wealthsimple

1,001-5,000 employees

Investment and crypto trading platform

Financial Services

Senior, Expert

Remote in Canada

Required Skills
SQL
Requirements
  • 5+ years experience working at a broker-dealer handling back office corporate action processing for equities and options
  • Experience working with CDS and DTCC
  • Strong Excel skills
  • Completed or pursuing industry courses (CSC, DFOL etc.)
  • Experience or familiarity with programming, especially SQL
  • Organized with strong attention to detail and ability to work with large datasets
  • Great people skills and positive attitude
  • Passionate about technology, specifically fintech
Responsibilities
  • Be a key member of the Corporate Actions team
  • Work directly with motivated Operations Associates to ensure accuracy of records for clients
  • Take ownership of critical tasks and escalate when necessary
  • Analyze impact and changes required for corporate actions and dividends processes
  • 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 efficiency of back-office operations

Wealthsimple offers a highly supportive work environment that is centered on smart financial solutions and sustainable wealth building for its clients. Employees at Wealthsimple can enjoy being a part of a forward-thinking team that focuses on offering low-cost, accessible investment options and personalized financial advice. This focus on innovation and client satisfaction makes it an attractive workplace for professionals passionate about finance and technology.

Company Stage

N/A

Total Funding

$915.9M

Headquarters

Toronto, Canada

Founded

2014

Growth & Insights
Headcount

6 month growth

12%

1 year growth

17%

2 year growth

-5%
INACTIVE