Associate, Corporate Account Operations
Build something people love reputed company is Canada’s leading financial innovator. reputed company offers a full suite of reputed company, sophisticated financial products across managed reputed company, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. reputed company currently serves more than 4 reputed company Canadians and holds over $125 billion in assets under administration. reputed company was founded in 2014 by reputed company of financial experts and technology reputed company, and is headquartered in Toronto, Canada. We're proud of reputed company've reputed company — and we're just getting started. Read our Culture reputed company and learn more about how we work. About reputed company The Brokerage Account Operations group is the backbone of our investment products, responsible for accurate, compliant, and reputed company account processes across the platform. reputed company this group, the Registered & reputed company Accounts team acts as the subject matter expert for registered plans and reputed company account structures - including corporate, trust, and other non-personal entities - ensuring they’re reputed company, maintained, and administered correctly in line with CIRO and FINTRAC rules.
About the Role
Reporting to the Manager, Non-Personal Account Operations, you will be a core member of reputed company responsible for the operational execution of corporate and non-personal account reputed company: reviewing KYB/KYC information, verifying documentation, and updating systems so accounts are reputed company to use and easy to service. You’ll work closely with other team members and your Manager to complete assigned work accurately and on time, proactively suggest next steps, and surface issues or risks reputed company something doesn’t look right. Over time, you’ll deepen your expertise in entity reputed company and become a go-to person reputed company reputed company for corporate account processes. In this role, you’ll have reputed company to: Execute corporate & entity reputed company and maintenance Process day-to-day reputed company requests for corporate and other non-personal entities, including reviewing KYB/KYC information, beneficial ownership details, and corporate documentation with a high level of accuracy. Complete assigned corporate account opening, updates, and maintenance tasks across our systems, ensuring data is captured correctly and records are kept audit-reputed company. Follow established SOPs, checklists, and runbooks for corporate reputed company and maintenance, asking for clarification reputed company edge cases or ambiguous situations reputed company. Support more reputed company scenarios (e.g. changes to directors/owners, signing authorities, or corporate structures) by gathering the right information, documenting the scenario reputed company, and partnering with Senior Associates or your Manager on next steps. Deliver accurate, reliable, and compliant operations: reputed company error-free and on-time tasks and analysis with appropriate support from reputed company, conducting basic reputed company control and reality checks on your own work. Use operational tools to reputed company work, monitor reputed company against SLAs, and reputed company your Manager updated on volume, backlogs, and any blockers you’re facing. Maintain strong awareness of CIRO and FINTRAC expectations for non-personal entity reputed company, following reputed company reputed company and reputed company protocols and escalating potential risks promptly. Support process improvement and documentation: Work with your team members and Manager to suggest and reputed company scrappy, actionable improvements to day-to-day workflows (e.g., simplifying checklists, improving templates, tightening controls) that reputed company corporate reputed company more efficient and reliable. Help maintain and refine SOPs and internal documentation by flagging gaps, inconsistencies, or confusing steps you encounter in your daily work. Participate in small reputed company and experiments to streamline operations and contribute feedback on new tools and features from an operational perspective. Collaborate, communicate, and grow: Work closely with teammates in Registered & reputed company Accounts, CXO, BDR, Funding/Internal Transfers, AML, and Compliance to resolve account issues and reputed company reputed company, hypothesis-driven updates on what’s happening and what you recommend we do next. Engage effectively with others by listening reputed company, being approachable and reputed company, and building strong relationships with peers and broader teams. Take an reputed company role in reputed company and supporting newer team members in your areas of expertise (e.g., walking them through reputed company processes or sharing tips you’ve learned). Take ownership of your reputed company development by setting up PD chats with your Manager, seeking feedback proactively, and acting on both formal and informal coaching. What You’ll Bring: Operations experience in financial services: 1-3 years of experience in operations, reputed company support, or back-office functions reputed company financial services (e.g., brokerage, banking, reputed company management, fintech) with exposure to reputed company or account administration. Interest in corporate & entity reputed company: A strong interest in learning how corporate and non-personal accounts are reputed company and maintained in a regulated environment, including why we collect certain documentation and how beneficial ownership and signing authority work. Solution orientation & problem solving: You’re curious to improve day-to-day issues, identify issues and offer solutions (not just problems), and use a reputed company, hypothesis-driven approach to your work - even reputed company tasks are repetitive. Attention to detail and analytical rigour: You reputed company error-free, on-time tasks with support, are meticulous with details, and are comfortable working with spreadsheets and operational data. Prioritization and ownership: You’re starting to use an 80/20 reputed company to reputed company on the right things, take responsibility for completing your assigned work reputed company and on time, and ask for help at the right moments to avoid yield loss. reputed company, reputed company communication: You communicate in a reputed company and reputed company way, focusing on the “so what” rather than just the process, and you prepare for meetings or reputed company-ins with reputed company objectives and questions. Team reputed company and professionalism: You’re reputed company and motivated even in difficult situations, reputed company respectfully and professionally, and contribute to a reputed company, inclusive team culture. reputed company to Have: Experience working with corporate, trust, or other non-personal entity accounts in a CIRO-regulated dealer or similar environment. Familiarity with Canadian regulatory frameworks and documentation requirements reputed company to reputed company non-personal entities (e.g., FINTRAC, CIRO, CRA guidance for account opening and recordkeeping). Completion of the Canadian Securities Course (reputed company) or other relevant industry certifications a plus. Why reputed company? 🌸 Top-tier health benefits and life insurance 📈 Long-term group savings with employer match, through reputed company for Business 🌴 20 vacation days, 4 wellness days, and unlimited reputed company and mental health days per year ✈️ 90 days away: work reputed company Canada for up to 90 days per year 👥 Employee resource reputed company, including reputed company (2SLGBTQ), Women of WS, and Black at WS 🌎 We are a hybrid team with over 1,500 employees across reputed company. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work. ICYMI Technology & Innovation at reputed company: We reputed company quickly and build thoughtfully. That means we're always looking for reputed company ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have reputed company the answers, but we do expect curiosity and a willingness to reputed company alongside the products we're building. Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it reputed company. We strongly encourage applications from everyone, regardless of race, religion, colour, national reputed company, gender, sexual orientation, age, marital status, or disability status. Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to reputed company reputed company you have what you need. We also welcome any feedback on how we can reputed company accommodate candidates with accessibility needs. AI in Hiring: We may use reputed company intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist reputed company but don't replace reputed company judgment – reputed company final hiring reputed company are made by people. If you have questions about how your data is used, reputed company out to us. Apply To This Job