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Leith Wheeler Investment Counsel Ltd.
Trade Operations SpecialistLeith Wheeler Investment Counsel Ltd. • Vancouver
Trade Operations Specialist

Trade Operations Specialist

Leith Wheeler Investment Counsel Ltd. • Vancouver
30+ days ago
Salary
CA$60,000.00 yearly
Job type
  • Full-time
Job description

Job Description:

  • Process, post, and settle investment transactions across Equities, Fixed Income, and Derivatives in an accurate and timely manner
  • Communicate trade details, settlement instructions, and exception resolutions with brokers, custodians, and trust companies
  • Investigate and resolve trade breaks, settlement discrepancies, and operational issues efficiently
  • Support daily operational controls and contribute to process improvement initiatives
  • Assist with operational, systems, and business enhancement projects as required
  • Maintain accurate and well-organized records, documentation, and operational files
  • Collaborate with portfolio managers, traders, administrators, and external counterparties to ensure smooth operational workflows
  • Contribute to a culture of continuous improvement, accountability, and operational excellence
  • Monitor and ensure the accuracy of security master information, including: Equity pricing Dividends and corporate actions Interest accruals and payments Mortgage-backed securities (MBS) payments Futures contracts Foreign exchange rates and related market data

What We Offer:

  • Employee Ownership: As an employee-owned firm, we believe in rewarding those who contribute to our collective success. Team members have the opportunity to become future shareholders and grow alongside the firm.
  • Open and Transparent Culture: We value open dialogue, collaboration, and trust. Everyone has a voice, and ideas are encouraged - whether they come from a new hire or a long-time partner.
  • Team-Oriented and Supportive Environment: You’ll work closely with experienced professionals who are approachable, respectful, and invested in each other’s success.
  • Work-Life Balance: We understand that personal well-being fuels professional excellence. Our flexible, balanced approach enables you to thrive both inside and outside of work.
  • Learning and Development: As part of a boutique firm, you’ll gain exposure to multiple facets of the investment business and have the chance to broaden your skills and impact.
  • Shared Purpose: Join a firm built on independence, integrity, and long-term relationships where we measure success by the trust we build and the results we deliver for our clients.
  • Competitive Compensation Package: Salary range of $60,000 - $65,000 per annum, with flexibility for exceptional candidates with highly relevant experience. Compensation will be commensurate with education, experience, and internal parity; includes RRSP contribution, extended health benefits from day of joining (no waiting period), and three weeks’ vacation, annually.

Job Qualifications:

  • Minimum 3–5 years of experience in securities settlements, trade operations, or investment operations within an asset management, investment management, or financial services environment
  • Solid understanding of settlement processes across Equities, Fixed Income, and Derivatives
  • Proficiency with Bloomberg and Microsoft Office applications, particularly Excel
  • Completion of the Canadian Securities Course (CSC) is considered a strong asset
  • Strong communication and interpersonal skills, with the ability to liaise effectively with brokers, custodians, trust company personnel, traders, and internal stakeholders
  • Exceptional attention to detail and commitment to accuracy in a fast-paced environment
  • Demonstrated problem-solving skills with the ability to identify and resolve issues quickly and efficiently
  • Strong organizational and time management skills with the ability to manage competing priorities and deadlines
  • Ability to work independently while contributing positively to a collaborative team environment
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Trade Operations Specialist • Vancouver

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