Role Description

Reporting to the Manager, Non-Personal Account Operations, you will be a core member of the team responsible for the operational execution of corporate and non-personal account onboarding:

• Reviewing KYB/KYC information, verifying documentation, and updating systems so accounts are ready to use and easy to service.
• 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 when something doesn’t look right.
• Deepen your expertise in entity onboarding and become a go-to person within the team for corporate account processes.

In this role, you’ll:

• Execute corporate & entity onboarding and maintenance:
• Process day-to-day onboarding requests for corporate and other non-personal entities.
• Review 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.
• Follow established SOPs, checklists, and runbooks for corporate onboarding and maintenance.
• Support more complex scenarios by gathering the right information and partnering with Senior Associates or your Manager.
• Deliver accurate, reliable, and compliant operations:
• Perform error-free and on-time tasks and analysis with appropriate support from the team.
• Use operational tools to track work and monitor progress against SLAs.
• Maintain strong awareness of CIRO and FINTRAC expectations for non-personal entity onboarding.
• Support process improvement and documentation:
• Work with your team members and Manager to suggest and develop actionable improvements.
• Help maintain and refine SOPs and internal documentation.
• Participate in small projects and experiments to streamline operations.
• Collaborate, communicate, and grow:
• Work closely with teammates in Registered & Complex Accounts, CXO, BDR, Funding/Internal Transfers, AML, and Compliance.
• Engage effectively with others by listening actively and building strong relationships.
• Take an active role in onboarding and supporting newer team members.
• Take ownership of your professional development by setting up PD chats with your Manager.

Qualifications

• 1-3 years of experience in operations, back-office functions within financial services.
• A minimum of 1 year 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 related to onboarding non-personal entities.

Requirements

• Curiosity to improve day-to-day issues and offer solutions.
• Attention to detail and analytical rigor.
• Ability to prioritize and take ownership of tasks.
• Clear, structured communication skills.
• Positive team mindset and professionalism.

Benefits

• Top-tier health benefits and life insurance.
• Long-term group savings with employer match, through Wealthsimple for Business.
• 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year.
• 90 days away: work outside Canada for up to 90 days per year.
• Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS.
• Hybrid team with over 1,500 employees across North America.