经纪运营专员（公司行为和股息）
Associate, Brokerage Operations (Corporate Actions and Dividends)
### **打造人们喜爱的产品**
Wealthsimple 是加拿大的领先金融创新者。公司提供一系列简单而专业的金融产品，涵盖管理投资、自助交易、加密货币、税务申报、消费和储蓄。Wealthsimple 目前为超过 400 万加拿大用户提供服务，管理的资产超过 1550 亿美元。公司由一群金融专家和技术企业家于 2014 年创立，总部位于加拿大多伦多。
我们为自己所构建的一切感到自豪——而这仅仅是开始。阅读我们的 [文化手册](https://www.wealthsimple.com/en-ca/culture) 并了解更多 [我们的工作方式](https://www.wealthsimple.com/en-ca/careers)。
## **关于团队**
Corporate Actions 团队隶属于 Investing Operations，该团队负责 Wealthsimple 如何管理数十亿美元资产中的客户持仓。我们负责客户账户中公司行为和股息的完整生命周期——处理权益、选择和支付，并对每个持仓进行对账，确保我们的记录与客户应得的金额一致。这是一项精确且以截止日期为导向的工作，我们认真对待，因为客户将他们的资金交给我们管理。
## **关于该职位**
向 Corporate Actions 团队主管汇报，你将负责客户账户中公司行为和股息的日常处理。这项工作直接保护客户资产，因此准确性是必须的——你是那个在对账问题变成客户问题之前发现问题的人，也是那个随着业务增长不断改进流程的人。
## **你将负责**
- 负责客户账户中公司行为和股息的日常处理，发现并解决差异，防止其影响到客户
- 与 Operations Associates 直接合作，确保我们的客户记录准确
- 作为团队在公司行为和股息相关税务问题上的专家
- 与 Trade Desk、证券借贷、管理及其他团队合作，升级和解决关键问题，降低风险
- 分析新产品发布对公司行为和股息流程的影响，并实施所需更改
- 排查、管理和主动解决对账差异
- 利用数据找出低效的原因并加以解决
- 开发流程以提高我们后台运营的效率
## **你具备的技能**
查看英文原文
### **Build something people love**
Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our [Culture Manual](https://www.wealthsimple.com/en-ca/culture) and learn more about [how we work](https://www.wealthsimple.com/en-ca/careers).
## **About the team**
The Corporate Actions team sits within Investing Operations, the group responsible for how Wealthsimple manages client positions across billions of dollars in assets. We own the full life cycle of corporate actions and dividends on client accounts — processing entitlements, elections, and payments, and reconciling every position so our records match what clients are owed. It's precise, deadline-driven work, and we take it seriously because clients are trusting us with their money.
## **About the role**
Reporting to the Team Lead of Corporate Actions, you'll own the daily processing of corporate actions and dividends across client accounts. This work protects client assets directly, so accuracy isn't optional — you're the person who catches a reconciliation break before it becomes a client-facing problem, and who improves the processes that keep pace as the business grows.
## **What you'll do**
- Own the daily processing of corporate actions and dividends across client accounts, catching and resolving discrepancies before they reach clients
- Work directly with Operations Associates to keep our records accurate for clients
- Act as the team's subject matter expert on tax issues related to corporate actions and dividends
- Partner with the Trade Desk, securities lending, management, and other teams to escalate and resolve critical issues and reduce risk
- Analyze the impact of new product launches on corporate actions and dividend processes, and make the changes they require
- Troubleshoot, manage, and proactively resolve reconciliation differences
- Use data to find the cause of inefficiencies and fix them
- Develop processes to increase the efficiency of our back-office operations.
## **Skills you bring:**
- 2+ years at a broker-dealer handling back-office corporate action processing for equities and options (CIRO-regulated dealer preferred)
- Experience working with CDS, DTC, OCC, and CDCC
- Strong Excel skills
- Comfortable with large data sets — you can take thousands of rows of position or entitlement data, find the breaks, and explain what caused them
## **Nice to have**
- Progress toward or completion of CSC, DFOL, or similar industry courses
- Familiarity with programming, especially SQL
- Familiarity with Claude AI or Claude Code
## **Who you are**
- Naturally curious — when something looks off, you want to know why
- Organized and detail-oriented, with the ability to work accurately against tight, non-negotiable deadlines
- Excellent people skills and a positive attitude — you'll be working in a highly collaborative environment
- Willing to escalate early when something needs it, rather than sitting on it
- Genuinely interested in how markets and technology intersect
### **Why Wealthsimple?**
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*
✈️ 90 days away: work outside Canada for up to 90 days per year*
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
### **ICYMI**
**Technology & Innovation at Wealthsimple:** We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
**Inclusion Statement:** We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
**Accessibility Statement:** We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
**AI in Hiring:** We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.