Associate, Brokerage Operations (Corporate Actions and Dividends)
Core
Process daily corporate actions and dividends for client accounts, ensuring accurate reconciliation and resolving discrepancies before they impact clients.
Role type
Associate, Brokerage Operations (Corporate Actions and Dividends)
Builds
Client account positions and entitlements for Wealthsimple's managed investing and trading products
Domain
Financial services / Securities operations
Deliverable
client delivery
Required skills
Back-office corporate action processing, Equities and options handling, CDS/DTC/OCC/CDCC systems, Reconciliation analysis, Data troubleshooting, Process improvement, Excel proficiency
Preferred skills
CSC/DFOL certification, SQL programming, AI tool familiarity
Technologies
CDS, DTC, OCC, CDCC, Excel, SQL, Claude AI
Responsibilities
Process daily corporate actions and dividends, Resolve reconciliation discrepancies, Act as subject matter expert on tax issues, Partner with Trade Desk and securities lending teams, Analyze impact of new product launches, Develop efficiency processes
Seniority
Associate, hands-on IC