Sr. Associate, Corporate Actions and Settlements

At CWB, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:

• Putting people first and building relationships with intention

• Seeking out and embracing new ideas

• Believing that how we do things is as important as what we do

Salary: $62,000- $66,000 annually

Hybrid. Flexible on-site and Remote Opportunity

Candidates considered for Vancouver, Calgary, and Toronto

CWB Trust Services offers a wide variety of trustee and custodial solutions for businesses, and institutional investors. We operate with a deep understanding of the markets where we can add value. We have a proven reputation for comprehensive delivery of fiduciary expertise, safety of assets and dedicated service. Our philosophy is centred on providing clients with client-focused service, notable value, and tailored solutions.

We are looking for change makers. Process enthusiasts. Future leaders. Performance focused go-getters who are looking to accelerate their careers. Our team thrives on idea-sharing, collaboration, respect, caring, and camaraderie.

Explore a career with CWB Trust Services where we offer an unmatched employee experience guaranteed to redefine what it means to work for a top employer. Our culture is a key differentiator and one we are proud of.

The Sr Associate, Corporate Actions and Settlements will oversee and administer the processing of corporate actions and support in daily trade settlements. This is a highly collaborative role and the successful candidate will also engage with other functions within the team including mutual funds, pooled funds, GICs, and reconciliations. You will work closely with the Manager, Securities to coordinate and monitor work within the team and will also serve as trainer to junior members of the team.

• Process and reconcile corporate actions payments.

• Review and interpret corporate action information related securities held in client accounts.

• Communicate with the Client Services Team and external contacts responding to transaction requests and inquiries.

• Support the manager in the overall operation of the team, coordinating the flow of work and communication and ensuring an equitable distribution of work.

• Monitor and periodically audit work completed by the team to ensure it’s completed within established timeframes, service level agreements and operational policies.

• Investigate and resolve errors and complex transactions, including discrepancies identified by Internal Controls or the Client Services Team.

• Train team members and ensure that the team is kept up to date on industry knowledge and standards

• Maintain and develop procedures documents related to assigned activities.

• Participate in department initiatives and projects related to post-trade securities operations.

• Forming relationships. You are all about clients and will be the first point of call for client issues.

• An excellent support. You are an outstanding teammate and thrive working in a collaborative environment. You see the value in working together and have achieved many professional wins because of this mentality.

• Technologically proficient. You are adept at learning new software that you will use on a day-to-day basis.

• You are hardworking: Working towards results and supporting your team by offering support and accountability

• Change Maker: You are curious, gritty, focused, and not afraid to question the status quo.

• Experience processing corporate actions directly to client accounts

• Understanding of CDS and DTCC settlement process

• Proficiency with MS Office suite (Excel, Powerpoint, Outlook, etc.)

• Post-secondary education in business or a related discipline

• 5+ years of administrative experience in the Canadian securities industry at a brokerage firm or custodian.

• Completion of the Canadian Securities Course (CSC) preferred

• Understanding of investment concepts and operational procedures of an investment firm or custodian.

• Strong understanding of RRSP, RRIF and TFSA rules is an asset

• Experience working with GlobalPlus or FIS Unity is an asset.

• Some supervisory experience is an asset.

Your success is our obsession! And our benefits back it up.

Wellness matters. We offer an award-winning benefits package that includes hybrid work environments, everyday flexibility, a health coverage tailored to best meet the needs of our diverse & multigenerational workforce including a robust wellness program & generous time-away options to unplug, rest & recover. Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups. Career development. We commit to our employees’ development and help them reach their professional goals with organization wide coaching services, mentorship, education support & training programs. Strategic career design is an investment in our core asset - our people. Innovation. Learn. Grow. Enhance. At CWB, we play to win. When we fail, we fail forward. Recognition. Peer-to-peer recognition programs for “in the moment” and monumental wins. Community giving. Make a difference. Drive economic prosperity in your community. Get involved. Volunteer. Fundraise. All with CWB support. ESG & sustainability focused. Be proud of where you spend, work & invest. Financial rewards. Base salary & pay for performance incentives. Retirement investment strategy. You can’t work forever! So, we’ve got you covered. Company ownership. No greater sense of motivation & empowerment than being an owner.

Find your why at www.CWBcareers.com

As an equitable employer, CWB Financial Group is committed to providing a safe and inclusive environment where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require accommodation during any part of the recruitment or selection process, please reach out.

* Position closes at 12:01am on the close date identified below.