More jobs:
Associate, Brokerage Operations; Reconciliations
Job in
Coos Bay, Coos County, Oregon, 97458, USA
Listed on 2026-01-16
Listing for:
Wealthsimple
Full Time
position Listed on 2026-01-16
Job specializations:
-
Business
Data Analyst -
Finance & Banking
Job Description & How to Apply Below
Employer Industry: Financial Technology (Fintech)
Why consider this job opportunity:
- Competitive salary with top‑tier health benefits and life insurance
- Retirement savings matching plan using employer services
- 20 vacation days per year and unlimited sick and mental health days
- Up to $1,500 per year towards wellness and professional development budgets
- Opportunity to work internationally for up to 90 days per calendar year
- Be part of a remote‑first team with a focus on innovation and collaboration
- Own and manage critical trade and position reconciliations, escalating discrepancies to relevant teams
- Collaborate with cross‑functional operational teams to ensure accuracy in financial records
- Develop expertise in the settlement and clearance of equities through relevant systems
- Adapt processes to support the evolving needs of the team and service offerings
- Utilize SQL and other data tools to identify inefficiencies and propose operational improvements
- 1–2 years of experience in brokerage operations or trade support
- Strong experience with Excel/Google Sheets and programming skills in SQL and Java Script
- Previous experience at a broker‑dealer handling back‑office reconciliation responsibilities
- Completed or pursuing industry courses such as CSC or DFOL
- Detail‑oriented with strong problem‑solving skills in fast‑paced environments
- Experience working with precious metals in a securities operations context
- Natural curiosity for identifying process inefficiencies
- Excellent communication and collaboration skills with cross‑functional teams
- Passion for the fintech and alternative investment space
- Proven ability to manage multiple time‑sensitive tasks effectively
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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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