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Senior Associate, Options Clearing - Remote

Posted 4 days ago
Finance / Legal
Full Time
CA

Overview

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. We are looking for a Senior Associate to join our Options clearing team, responsible for managing options life cycle and ensuring operational efficiency.

In Short

  • Key member of the Options clearing team responsible for life cycle management.
  • Execute operational activities related to options reconciliations and settlements.
  • Ensure accuracy of client records.
  • Own critical trade and position reconciliations.
  • Be a subject matter expert on options clearing processes.
  • Troubleshoot and resolve reconciliation differences.
  • Use data to identify inefficiencies and propose solutions.
  • Develop processes to improve back-office operations.

Requirements

  • 3+ years experience at a broker-dealer handling reconciliations.
  • Passionate about fintech and technology.
  • Strong attention to detail and ability to work with large data sets.
  • Excellent people skills and a positive attitude.
  • Strong Excel skills are required.
  • Availability for early and late rotating shifts.
  • Curious and proactive problem-solver.
  • Industry courses (CSC, DFOL) are a plus.
  • Familiarity with programming, especially SQL, is beneficial.

Benefits

  • Opportunity to work in a leading fintech company.
  • Collaborative and inclusive work environment.
  • Impactful role with high stakes in financial operations.
  • Growth and development opportunities.
Wealthsimple logo

Wealthsimple

Wealthsimple is a leading fintech company based in Canada, dedicated to helping individuals achieve financial freedom through innovative and accessible financial services. With a mission to simplify money management, Wealthsimple leverages smart technology to transform traditionally complex and costly financial services into transparent and affordable solutions. Serving over 4 million users and managing more than $50 billion in assets, the company fosters a collaborative and inclusive work environment, encouraging talented individuals to contribute to its groundbreaking ideas and high-performing teams. Wealthsimple is committed to diversity, equity, and inclusion, ensuring that its products cater to a diverse world.

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