- Join the Corporate Actions team and manage processing actions and dividends on client accounts.
- Collaborate with Operations Associates to ensure data accuracy.
- Take charge of critical tasks, escalating when necessary to minimize risks.
- Analyze and adapt processes for new product launches.
- Serve as a tax expert on corporate actions and dividends.
- Resolve reconciliation differences and identify inefficiencies for improvement.
- Develop strategies to enhance back-office efficiency.
- Has over 5 years of experience in back-office corporate action processing at a broker-dealer (preference for IIROC-regulated dealer).
- Possesses strong Excel skills and familiarity with CDS and DTCC.
- Completed industry courses (CSC, DFOL) and has programming knowledge, especially SQL.
- Is detail-oriented, organized, and skilled in working with data.
- Has a positive attitude, strong people skills, and is tech-savvy.
- Competitive Salary and top-tier health benefits.
- Retirement savings matching plan through Wealthsimple.
- 20 vacation days, unlimited sick days, and mental health support.
- Financial support for wellness and professional development.
- 90-day work program in eligible countries.
- Employee Resource Groups and wellness days off.
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Senior Associate - Toronto, Canada - Wealthsimple
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Description
At Wealthsimple, our mission is to assist everyone in reaching financial freedom by revolutionizing money management. We simplify and reduce the costs of financial services, making them transparent for all. As the largest fintech company in Canada, we have over 3 million users entrusting us with $30 billion in assets. Our teams are innovative and impactful, seeking individuals who prioritize simplicity, collaboration, and humility to build inclusive and high-performing teams that inspire excellence.
About the Role:
We're seeking someone who:
Why Wealthsimple?
Join our remote-first team of over 1000 employees across North America and contribute to shaping the financial landscape. Be part of our Canadian success story and help drive the financial future — join us in making a difference!
DEI Statement:
Wealthsimple values diversity and equality in creating products for a varied world. We encourage applications from individuals of all backgrounds. We prioritize creating an inclusive environment for all.
Accessibility Statement:
Wealthsimple ensures an accessible candidate experience for all. Let us know if you require accommodations during the interview process, as we strive to support your needs. Your feedback is invaluable for us to enhance our accessibility practices.