Wealthsimple

Senior Associate, Investing Operations

Wealthsimple

full-time

Posted on:

Location Type: Remote

Location: Canada

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 CA$69,600 - CA$87,000 per year

Job Level

Senior

About the role

  • Join the Operations team; work directly with motivated Operations Associates and take ownership of Start-to-finish processing of Mutual Fund Settlements and Reconciliation.
  • Assist with projects related to improving existing processes or shipping new products.
  • Get familiar with Canadian and US depositories CDS/DTCC and equity trade and Precious Metals settlement process.
  • Contribute to identifying and mitigating any inherent operational risks as they relate to the overall team.
  • Assist the broader team with any ad-hoc tasks, as required.

Requirements

  • Minimum 3-4 years related experience in a Brokerage environment handling mutual funds.
  • Are organized with a strong attention to detail and be comfortable working on multiple priorities with the ability 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.
  • Nice to have: Post Graduate education in Finance
Benefits
  • Top-tier health benefits and life insurance
  • Long-term group savings with employer match using our Wealthsimple for Business platform
  • 20 vacation days + 4 wellness days per year, and unlimited sick and mental health days
  • 90 days away program: Employees can work outside of Canada for up to 90 days per calendar year
  • A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
mutual fund processingreconciliationoperational risk managementproject managementprocess improvementequity trade settlementprecious metals settlement
Soft skills
attention to detailorganizational skillscollaborationcuriositypositive attitudeability to meet deadlines
Certifications
Post Graduate education in Finance