[Remote] Associate, Brokerage Operations (Reconciliations)

Remote, USA Full-time
Note: The job is a remote job and is open to candidates in USA. Wealthsimple is a fintech company dedicated to helping people achieve financial freedom through innovative financial services. The Associate in the Brokerage Operations Reconciliations team will manage daily and monthly reconciliations, ensuring accuracy and alignment, while also seeking opportunities for process improvement and collaboration across teams. Responsibilities Own a variety of critical trade and position reconciliations, proactively escalating to various upstream teams such as settlements, corporate actions, trade desk, securities lending to resolve discrepancies and mitigate risk Collaborate with a cross-functional Operational team, ensuring accuracy of our books of record Cultivate a deep knowledge on the settlement and clearance of equities through CDS and DTC Adapt to our evolving service and build process to support the evolution of the team Utilize SQL, Data and other AI tooling to identify inefficiencies and propose solutions that improve the efficiency of our back office operation teams Skills 1–2 years in brokerage operations or trade support Strong experience with Excel/Google Sheets Experience with programming such as SQL, Appscript/Javascript to identify opportunities for process improvements Natural curiosity that unearths inefficiencies in processes before they arise Detail-oriented problem-solver who thrives under pressure Ability to expertly manage multiple time-sensitive tasks while quickly adapting to challenges in a fast-paced, ambiguous environment Excellent communication and collaboration skills, working effectively with cross-functional teams and partners Curious, analytical, and proactive about improving processes using data, clear thinking, and care to make things simpler and smarter CSC, CPH, or DFOL are a plus Previous working experience at a broker-dealer handling back office reconciliation responsibilities for options, securities operations and securities lending programs (IIROC-regulated dealer is preferred) Bonus points for working with precious metals Have completed or are pursuing industry courses (CSC, DFOL etc) Benefits Top-tier health benefits and life insurance Long-term group savings with employer match using our Wealthsimple for Business platform 20 vacation days + 4 wellness days per year, and unlimited sick and mental health days 90 days away program: Employees can work outside of Canada for up to 90 days per calendar year A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS) Company Overview Wealthsimple is a fintech company that offers digital financial services to help investors grow and manage their money. It was founded in 2014, and is headquartered in Toronto, Ontario, CAN, with a workforce of 1001-5000 employees. Its website is
Apply Now

Similar Jobs

UTG - Software Engineer Internships - Summer 2026

Remote, USA Full-time

Risk & Trading Analyst II

Remote, USA Full-time

Inside Sales Executive

Remote, USA Full-time

Intern I - Software Test Development Engineering

Remote, USA Full-time

Technical Recruiter

Remote, USA Full-time

Inside Sales Associate - San Antonio, TX

Remote, USA Full-time

Water Resources Engineer

Remote, USA Full-time

[Remote] Marketing Assistant - Remote

Remote, USA Full-time

Project Manager, Associate - New Grad

Remote, USA Full-time

Real Estate Agent

Remote, USA Full-time

Online Appointment Coordinator – Work from Home (Healthcare)

Remote, USA Full-time

Experienced Remote Customer Service Representative – Airline Industry Expert with blithequark

Remote, USA Full-time

Oracle Developer/Oracle Functional Consultant/Oracle ERP Developer- Remote

Remote, USA Full-time

**Experienced Customer Service Representative – Work from Home Opportunity at arenaflex**

Remote, USA Full-time

RN Case Manager/Transition of Care (Field Based)-Ocean/Monmouth Counties

Remote, USA Full-time

[Remote] Regional Sales Manager, Majors - Bay Area (Remote)

Remote, USA Full-time

**Experienced Lead Data Analyst for blithequark Remote Job with Competitive Salary and Benefits**

Remote, USA Full-time

Experienced Part-Time Remote Live Chat Agent – Deliver Exceptional Customer Service and Support from the Comfort of Your Own Home with Flexible Hours and Competitive Pay

Remote, USA Full-time

Experienced Full Stack Remote Data Entry Specialist – Immediate Openings with blithequark

Remote, USA Full-time

Remote Principal Cloud Architect

Remote, USA Full-time
Back to Home