Assist clients and broker partners by being the first point of contact on service needs and issues
Submit and process certain operational requests as instructed by the brokerage team and/or client/broker partners.
Researching and responding to clients’ issues relating to form submissions, transfers, and various other operational items.
Alpaca is a US-headquartered self-clearing broker-dealer and brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more. It has a global team of 230+ members who are working to achieve its mission of opening financial services to everyone on the planet.
Support the liquidation team on processing account debits.
Design and maintain SQL queries, dbt models, and analytical frameworks that provide reliable insights into delinquencies, reimbursements, and recovery rates across our products.
Develop dashboards and reports in tools like Preset, Metabase, or similar platforms that help stakeholders make informed decisions about risk management and operational priorities.
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. They take financial services that are often confusing and expensive and make them transparent and low-cost for everyone. They're the largest fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets.
Settle high volume financial transactions on a daily basis.
Reconcile daily directed funds movements with actual reported results and reconcile various clearing and settlement general ledger accounts at month end.
Partner closely with internal and external clients and service providers to resolve out of balance conditions, funds movement errors and transaction processing inquiries.
Xplor provides cloud-based technology solutions to small and medium-sized businesses, enabling them to manage and grow their businesses. Their platform, Xplor Pay, facilitates secure and fast payments. They have operations in North America, Australasia, Asia, Europe and the UK.
Provides day-to-day delivery of critical lending operations processes.
Supports the execution of payments, transactions, and service requests.
Communicates with internal business partners and external customers to respond to inquiries.
BMO Financial Group is committed to creating lasting, positive change for its customers, communities, and people. They provide personal and commercial banking, wealth management and investment services to more than 12 million customers as the 8th largest bank in North America by assets.
Own daily cash reconciliations of client funds across Wrapbook’s internal ledger and payment systems
Investigate and resolve reconciliation differences in a high-volume transaction environment
Build a strong understanding of end-to-end money movement across Wrapbook’s systems
Wrapbook provides a unified payroll platform that seamlessly connects your entire team—production, accounting, cast, and crew—all in one place. Their growing team of 250+ people across the USA and Canada includes entertainment and technology experts from SAG-AFTRA, DGA, IATSE, Teamsters, Amazon, Microsoft, Facebook, and more.
Build and manage best-in-class private asset offerings for Wealthsimple clients.
Collaborate across teams to support high-priority initiatives.
Translate investor needs into clear requirements and analyses.
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. They are the largest fintech company in Canada, with 3+ million users who trust them with more than $100 billion in assets.
Provision and configure new advisor accounts and teams in internal systems.
Manage advisor transitions, including moves between account managers or teams.
Execute user migrations and update internal systems to reflect accurate billing, contracts, and account information.
Wealth.com is the industry’s leading estate planning platform, empowering more than 1,000 wealth management firms to modernize the delivery of estate planning guidance to their clients. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace.
Take on team escalations and client complaints, analyzing root causes and implementing corrective actions.
Lead a team of registered agents, provide ongoing feedback and performance reviews, coach and develop Investment Representatives.
Work with product teams, trade desk and operations team to modify and enhance product specifications to meet client demand.
Wealthsimple is a fintech company with a mission to help everyone achieve financial freedom. They are the largest fintech company in Canada, with 3+ million users and more than $100 billion in assets, using smart technology to make financial services transparent and low-cost.
Oversee daily trade and clearing operations across markets, ensuring accuracy and compliance.
Serve as the primary contact for clients facing trade or system issues, ensuring fast resolution.
Continuously monitor risk exposure and operational controls, escalating issues to the risk and engineering teams.
Kalshi has defined a new category: prediction markets, allowing people to trade on the outcome of any events and turn any question about the future into a financial asset. They are currently the fastest growing financial market in America, with a culture that values talented people who work hard and enjoy the climb.
Creation and ongoing maintenance of portfolio investment master records.
Reconciliation of cash, positions, and profit & loss (P&L) across multiple exchanges, wallets, and custodians.
Preparation of financial statements and portfolio schedules.
Securitize is a leader in tokenizing real-world assets, managing over $3.7B+ AUM as of May 5, 2025. They partner with top-tier asset managers and are backed by prominent names in finance and technology. Securitize fosters a diverse and inclusive workplace.
Perform complex reconciliations, fundings or settlements.
Resolve complex reconciliation exceptions, and manage stales.
Lead training sessions with multiple team members for new processes.
KeyBank is committed to helping individuals unlock their potential. They strive to create a flexible and inclusive work environment with supportive teammates, challenging projects, and accessible leaders, offering growth opportunities.
Ametros changes the way individuals navigate healthcare by providing them with tools and support to make educated decisions on how to spend their medical funds. Founded in 2010, Ametros's team works closely with patients, insurers, employers, attorneys, brokers, medical providers, and Medicare to create a seamless experience for clients.
Lead end-to-end resolution of complex transaction disputes.
Analyze data to identify patterns relating to fraud and merchant trends.
Serve as a subject matter expert for the Banking Operations team.
Jobgether uses an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. The system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.
Provide operational support to Director of Operations and Operations team.
Contact customers regarding accounts receivable.
Provide general administrative and organizational support to internal team members, including the CEO.
Alt Legal is changing how trademark professionals manage global intellectual property. They are trusted by over 1,000 global law firms, IP boutiques, and Fortune 100 companies, and are known for powerful automation, integrated tools, and exceptional customer service.
Build knowledge of our evolving software and the real estate private equity industry.
Advance use of Juniper Square software to support our fund administration and investor services clients.
Perform workspace management tasks on behalf of our clients, including investor position creation and reviewing workspaces for accuracy and completeness.
Juniper Square's mission is to unlock the full potential of private markets by digitizing them and bringing efficiency and transparency. They are a values-driven organization with employees collaborating across 27 U.S. states, 2 Canadian Provinces, India, Luxembourg, and England.