Senior Associate, Investing Operations (Dividends)

Wealthsimple

Wealthsimple

Operations
Toronto, ON, Canada
Posted on Thursday, July 11, 2024
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 $40 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 have the opportunity to:

  • 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.

We're looking for someone who:

  • 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.
Why Wealthsimple?
🤑 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)
We’re a remote-first team, with over 1,000 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 Culture Manual and learn more about how we work.
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.