Vancouver

Trade Operations Specialist

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.

Salary Range: $50,000 – $55,000 per annum (actual salary offered will be commensurate with education, experience, and internal parity).

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

Job Qualifications:

  • 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