Associate, Reconciliations - Remote

Overview

As an Associate in the Reconciliations team at Wealthsimple, you will handle daily and monthly reconciliations, ensuring accuracy and alignment while seeking opportunities to improve processes.

In Short

• Handle critical trade and position reconciliations
• Collaborate with cross-functional teams
• Cultivate knowledge on settlement and clearance of equities
• Adapt to evolving services and build processes
• Utilize SQL and data analysis for process improvement
• Manage discrepancies and mitigate risk
• Communicate effectively with various teams
• Detail-oriented problem-solver
• Experience with back office reconciliation responsibilities
• Passionate about fintech and alternative investments

Requirements

• Experience at a broker-dealer in reconciliation
• Strong skills in Excel/Google Sheets
• Familiarity with SQL and programming
• Detail-oriented and able to manage time-sensitive tasks
• Strong communication and collaboration skills
• Pursuing or completed industry courses (CSC, DFOL)

Benefits

• Opportunity to work with a leading fintech company
• Impactful role in the financial freedom of clients
• Collaborative and inclusive team environment
• Exposure to various operational processes
• Growth opportunities within the company