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Trade Operations Specialist

Hybrid
$50,000 - $55,000/year
Senior Level
full_time

Top Benefits

Company events
Disability insurance
Employee assistance program

About the role

Overview
Leith Wheeler Investment Counsel Ltd. is an employee-owned firm, headquartered in Vancouver with offices in Calgary and Toronto. We manage over $30 billion of assets on behalf of pension, foundation, corporate, Aboriginal, and individual clients across Canada.

We are looking for a detail-oriented individual, passionate about financial services, experienced in securities settlements and investment management back-office administration for the Trade Operations Specialist role.

Job Description:

  • Posting and settlement of all trades (Equities, Fixed Income and Derivatives) in an accurate and efficient manner
  • Communicating trade details with Brokers and Trust companies
  • Ensuring security information and rates (equity pricing, dividends, interest accruals/payments, MBS payments, futures contracts, exchange rates, etc.) are accurately downloaded/recorded
  • Assisting in the implementation of various projects
  • Maintaining organized records and files

Qualification and Experience:

  • At least 2 years’ experience with settlement of securities
  • High level of proficiency with MS Office and Bloomberg
  • Completion of the Canadian Securities Course is an asset
  • Excellent communication skills: Ability to liaise effectively with Trust company personnel, brokers, internal traders/administrators
  • Ability to perform with high level of accuracy and attention to detail even under pressure
  • Ability to problem solve quickly and efficiently

Attributes for success:

  • Positively contributing to our Culture Blueprint – Character (Be Genuine), Connection (Build Relationships), and Commitment (Deliver Excellence)
  • High degree of professional ethics and integrity
  • Thrives in a team environment, and effectively contributes to the team

Job Type: Full-time

Pay: $50,000.00-$55,000.00 per year

Benefits:

  • Company events
  • Disability insurance
  • Employee assistance program
  • Extended health care
  • Life insurance
  • On-site gym

Schedule:

  • Monday to Friday

Work Location: Hybrid remote in Vancouver, BC V6C 3A6

About Leith Wheeler Investment Counsel

Financial Services
51-200

If you believe the most important part of building prosperity is sustaining it… if you agree that flashy investment predictions usually amount to nothing more than a lot of noise and too much risk, then you'll like the sound of what you hear at Leith Wheeler. Because we are a company that does not make noise. We make money. Quiet money.