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 $23 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

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

Thank you in advance for your interest. If your profile meets our requirement, we will gladly reach out to you.

For more information, please contact Kaushal Parikh (KP) at 604-683-3391 OR