Financial Operations Associate Role

Step into the role of Financial Operations Associate at Wealthsimple, where you will engage in securities lending and support operational efficiency within a hybrid team setting. Drive great client experiences with your expertise.

As an Operations Associate, you will work directly with the Securities Lending team, executing vital processes related to loan settlements and communications. Your strong analytical and technical skills will aid in identifying discrepancies and ensuring compliance. This role is critical in maintaining relationships and streamlining operations throughout the organization.

Key Responsibilities:

• Manage daily securities lending processes collaboratively

• Process returns and assist in loan recalls

• Ensure efficient transaction settlements

• Conduct record reconciliation and support audit requests

• Foster relationships with external counter parties

Requirements:

• 3+ years of experience in a financial institution

• Degree in finance, business, or similar

• Proficient in Excel and Google Sheets

• Detail-oriented with a knack for problem-solving

• Experience with corporate actions and cash management

Make an impact at Wealthsimple by supporting innovative financial operations and client service excellence.
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