Back Office Associate

PlanIT Search; Montreal; Hybrid; CAD 65,000 - 90,000; Full time

Job summary

PlanIT Search is seeking an Extended Back Office Associate to join a financial services team supporting post-trade operations across multiple asset classes. The role requires strong knowledge of settlements and reconciliations and hands-on experience with fixed income, equities, and related systems.

Hybrid work arrangement with on-site and remote days, located in Montreal, Canada. The candidate should demonstrate analytical and collaborative skills to handle high-priority operational issues in a

Qualifications

• 5+ years in Back Office Operations or Post-Trade support.
• Knowledge of settlement, reconciliations and exception management.
• Experience with fixed income, bonds or equities.
• Strong analytical, troubleshooting and problem-solving skills.
• Calypso or similar capital markets systems is an asset.
• SWIFT messaging and settlement infrastructure experience is an advantage.

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.

Skills

Back Office Operations

Securities Settlements

Capital Markets

Analytical

Troubleshooting

Prioritization

Communication

Tools

Calypso

SWIFT

Job description

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.