Senior Associate, Corporate Actions and Settlements

4 weeks ago

Vancouver, British Columbia, Canada CWB Financial Group Full time
About the Role

We are seeking a highly skilled and experienced Senior Associate, Corporate Actions and Settlements to join our team at CWB Financial Group. As a key member of our team, you will be responsible for overseeing and administering the processing of corporate actions and supporting daily trade settlements.

Key Responsibilities
  • Process and reconcile corporate actions payments
  • Review and interpret corporate action information related to securities held in client accounts
  • Communicate with the Client Services Team and external contacts responding to transaction requests and inquiries
  • Support the manager in the overall operation of the team, coordinating the flow of work and communication and ensuring an equitable distribution of work
  • Monitor and periodically audit work completed by the team to ensure it is completed within established timeframes, service level agreements and operational policies
  • Investigate and resolve errors and complex transactions, including discrepancies identified by Internal Controls or the Client Services Team
  • Train team members and ensure that the team is kept up to date on industry knowledge and standards
  • Maintain and develop procedures documents related to assigned activities
  • Participate in department initiatives and projects related to post-trade securities operations
Requirements
  • Experience processing corporate actions directly to client accounts
  • Understanding of CDS and DTCC settlement process
  • Proficiency with MS Office suite (Excel, PowerPoint, Outlook, etc.)
  • Post-secondary education in business or a related discipline
  • Relevant "can do" experience
  • 5+ years of administrative experience in the Canadian securities industry at a brokerage firm or custodian
  • Completion of the Canadian Securities Course (CSC) preferred
  • Understanding of investment concepts and operational procedures of an investment firm or custodian
  • Strong understanding of RRSP, RRIF and TFSA rules is an asset
  • Experience working with GlobalPlus or FIS Unity is an asset
  • Some supervisory experience is an asset
About CWB Financial Group

CWB Financial Group is a leading financial institution that provides a wide range of financial services to individuals, businesses, and institutional investors. We are committed to providing our clients with exceptional service, innovative solutions, and a deep understanding of the markets where we operate.

Why Work with Us?
  • Your success is our obsession, and our benefits back it up
  • Wellness matters, and we offer an award-winning benefits package that includes hybrid work environments, everyday flexibility, a health coverage tailored to best meet the needs of our diverse and multigenerational workforce, including a robust wellness program and generous time-away options to unplug, rest, and recover
  • Bring your whole self to work, and find community within the CWB family in our employee-represented groups
  • Career development is a top priority, and we commit to our employees' development and help them reach their professional goals with organization-wide coaching services, mentorship, education support, and training programs
  • Strategic career design is an investment in our core asset – our people
  • Recognition is key, and we have peer-to-peer recognition programs for "in the moment" and monumental wins
  • Community giving is important, and we support our employees in making a difference and driving economic prosperity in their communities
  • ESG and sustainability are core values, and we are proud of where we spend, work, and invest
  • Financial rewards are important, and we offer base salary and pay-for-performance incentives, as well as a retirement investment strategy
  • Company ownership is a unique benefit, and we empower our employees to be owners

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