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Posted 15 days ago

Back Office Associate

@ PlanIT Search

Canada

Full-time
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SIGNALS

Responsibilities:

  • Process and monitor securities transactions and settlements.
  • Investigate and resolve failed trades, settlement breaks, cash discrepancies, and static data issues.
  • Troubleshoot transaction-processing and system workflow issues across multiple applications.
  • Perform cash and position reconciliations and follow up on outstanding exceptions.
  • Collaborate with internal teams and external counterparties to resolve operational issues.
  • Support operational controls, reporting, and process improvements.

Requirements summary:

  • Approximately 5+ years of experience in Back Office Operations, Securities Settlements, Capital Markets Operations, or Post-Trade Support.
  • Knowledge of securities settlement, reconciliations, and exception management.
  • Experience with fixed income, bonds, equities, or other securities products.
  • Experience with Calypso or similar capital markets systems is an asset.
  • SWIFT messaging and securities settlement infrastructure experience are considered advantages.
  • Strong communication skills and the ability to manage priorities in a fast-paced environment.
Source and dates

Source type not verified · apify-linkedin

Employer posting date
2026-10-26
First seen by our source
2026-11-10
Source record updated
2026-11-10

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

PlanIT Search

Job description

Location: Montreal, QC

Employment Type: Permanent, Full Time

Work arrangement: During probation: 5 days, after that 3 days onsite 2 days remote

Only candidates legally eligible to work in Canada without the need for visa sponsorship will be contacted.

We’re looking for an Extended Back Office Associate to join a financial services team supporting post-trade operations across multiple asset classes.

Key Responsibilities

  • Process and monitor securities transactions and settlements.
  • Investigate and resolve failed trades, settlement breaks, cash discrepancies, and static data issues.
  • Troubleshoot transaction-processing and system workflow issues across multiple applications.
  • Perform cash and position reconciliations and follow up on outstanding exceptions.
  • Collaborate with internal teams and external counterparties to resolve operational issues.
  • Support operational controls, reporting, and process improvements.

What We’re Looking For

  • Approximately 5+ years of experience in Back Office Operations, Securities Settlements, Capital Markets Operations, or Post-Trade Support.
  • Knowledge of securities settlement, reconciliations, and exception management.
  • Experience with fixed income, bonds, equities, or other securities products.
  • Strong analytical, troubleshooting, and problem-solving skills.
  • Experience with Calypso or similar capital markets systems is an asset.
  • SWIFT messaging and securities settlement infrastructure experience are considered advantages.
  • Strong communication skills and the ability to manage priorities in a fast-paced environment.

PlanIT is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided based on qualifications, merit, and business needs.

Disclosure:

This posting represents an active and genuine vacancy with one of Plan IT’s clients and is not intended for speculative or pipeline recruitment. Plan IT and/or its clients may use AI-assisted tools from time to time to support the screening and evaluation of applications; however, these tools do not replace human judgment or decision-making at any stage of the hiring process.

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