Wealthsimple
Finance • Fintech • Investing
Wealthsimple is a financial technology company based in Canada that offers a range of investment and financial services. They provide managed investing options with custom portfolios tailored to individual goals, and offer self-directed investing to take control of trading stocks, ETFs, and cryptocurrencies commission-free. Wealthsimple also provides high-interest cash accounts, various retirement savings accounts, and a comprehensive set of tools for personal finance management. With over 3 million users, they emphasize low fees, transparency, and personalized financial advice.
Associate, Brokerage Operations – Reconciliations
November 6
Wealthsimple
Finance • Fintech • Investing
Wealthsimple is a financial technology company based in Canada that offers a range of investment and financial services. They provide managed investing options with custom portfolios tailored to individual goals, and offer self-directed investing to take control of trading stocks, ETFs, and cryptocurrencies commission-free. Wealthsimple also provides high-interest cash accounts, various retirement savings accounts, and a comprehensive set of tools for personal finance management. With over 3 million users, they emphasize low fees, transparency, and personalized financial advice.
📋 Description
• Own a variety of critical trade and position reconciliations, proactively escalating to various upstream teams such as settlements, corporate actions, trade desk, securities lending to resolve discrepancies and mitigate risk • Collaborate with a cross-functional Operational team, ensuring accuracy of our books of record • Cultivate a deep knowledge on the settlement and clearance of equities through CDS and DTC • Adapt to our evolving service and build process to support the evolution of the team • Utilize SQL, Data and other AI tooling to identify inefficiencies and propose solutions that improve the efficiency of our back office operation teams
🎯 Requirements
• Previous working experience at a broker-dealer handling back office reconciliation responsibilities for options, securities operations and securities lending programs (IIROC-regulated dealer is preferred). Bonus points for working with precious metals! • Strong experience with Excel/Google Sheets, plus experience with programming such as SQL, Appscript/Javascript to identify opportunities for process improvements • You're passionate about the fintech and alternative investment space. • Natural curiosity that unearths inefficiencies in processes before they arise, and can clearly articulate the story behind that. • You're a detail-oriented problem-solver who thrives under pressure, expertly managing multiple time-sensitive tasks while quickly adapting to challenges in a fast-paced, ambiguous environment. • You excel at communication and collaboration, working effectively with cross-functional teams and partners. • Have completed or are pursuing industry courses (CSC, DFOL etc)
🏖️ Benefits
• Competitive salary with top-tier health benefits and life insurance • Retirement savings matching plan using Wealthsimple for Business • 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
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