[Remote] Associate, Brokerage Operations (Reconciliations)

Remote Full-time
Note: The job is a remote job and is open to candidates in USA. Wealthsimple is a fintech company dedicated to helping people achieve financial freedom through innovative financial services. The Associate in the Brokerage Operations Reconciliations team will manage daily and monthly reconciliations, ensuring accuracy and alignment, while also seeking opportunities for process improvement and collaboration across teams. Responsibilities 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 Skills 1–2 years in brokerage operations or trade support Strong experience with Excel/Google Sheets Experience with programming such as SQL, Appscript/Javascript to identify opportunities for process improvements Natural curiosity that unearths inefficiencies in processes before they arise Detail-oriented problem-solver who thrives under pressure Ability to expertly manage multiple time-sensitive tasks while quickly adapting to challenges in a fast-paced, ambiguous environment Excellent communication and collaboration skills, working effectively with cross-functional teams and partners Curious, analytical, and proactive about improving processes using data, clear thinking, and care to make things simpler and smarter CSC, CPH, or DFOL are a plus 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 Have completed or are pursuing industry courses (CSC, DFOL etc) 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) Company Overview Wealthsimple is a fintech company that offers digital financial services to help investors grow and manage their money. It was founded in 2014, and is headquartered in Toronto, Ontario, CAN, with a workforce of 1001-5000 employees. Its website is
Apply Now

Similar Opportunities

Experienced Registered Behavior Technician for In-Home ABA Therapy - Atlanta, GA

Remote Full-time

Immediate Hiring: Experienced Registered Behavioral Technician (RBT) for Clinic-Based ABA Therapy Services

Remote Full-time

Experienced Registered Behavioral Technician (RBT) - ABA Therapy for Children with Autism Spectrum Disorder

Remote Full-time

Experienced Registered Nurse - Telehealth: Providing Remote Care Coordination and Patient Support

Remote Full-time

Experienced Substitute Teacher for Riverside County Schools - Join Scoot Education's Innovative Team

Remote Full-time

Experienced Substitute Teacher for San Bernardino County - Flexible Schedules & Competitive Pay

Remote Full-time

Experienced School Year Instructional Coach for High-Dosage Tutoring Programs in Edgewater Park, NJ

Remote Full-time

Experienced School Year Tutor for K-8 Students in Math and Literacy - Mickleton, NJ

Remote Full-time

Experienced Secondary Social Studies Teacher for Kansas - Flexible Hybrid Remote Arrangement

Remote Full-time

USPS Office Helper

Remote Full-time

Manager Regulatory Compliance, Risk Management

Remote Full-time

Marketing Associate, Live Journalism Events

Remote Full-time

Dosimetrist - Certified - PRN

Remote Full-time

Clinical Review Registered Nurse job at Blue Cross Blue Shield - BCBS in Berlin, VT

Remote Full-time

**Experienced Entry-Level Data Entry Specialist – Remote Opportunity with arenaflex**

Remote Full-time

SAFETY INSPECTOR / SAFETY TECHNICIAN –

Remote Full-time

Experienced Data Entry Associate – Remote Work Opportunity for Career Growth and Development with blithequark

Remote Full-time

Experienced Data Entry Professional for Remote Opportunities – Entry-Level Position with Unlimited Growth Prospects at blithequark

Remote Full-time

Experienced Customer Experience Specialist – HR Support and Employee Engagement at blithequark

Remote Full-time

**Experienced Data Entry Specialist – Online Data Entry Jobs for Students without Investment at arenaflex**

Remote Full-time
← Back to Home