Litigation Support and Third Party Demands Specialist

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Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $50 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

As a Litigation Support and Third Party Demands Specialist you will provide essential support to the Legal & Regulatory team. Reporting to the Director, Legal (Capital Markets Risk & Disputes) your core responsibilities will involve litigation paralegal functions, including litigation management, the intake and response to third party demands and production orders, and administrative duties, contributing to the efficient operation of the Legal & Regulatory team. Your job will be to help Wealthsimple evolve and simplify the management and response to all third party demands and disputes to ensure Wealthsimple is meeting its legal and regulatory obligations as we continue to grow.

As a Litigation Support and Third Party Demands Specialist you will

  • Manage all incoming Third-Party Requests and assist with the handling of all escalations related to Third Party Demands.
  • Manage the intake, prioritization, coordination and response to all Production Orders/Court Orders received at Wealthsimple and its subsidiaries including responding and cooperating with requests made by Law Enforcement agencies, Securities Commissions, and other regulatory bodies to fulfill legal obligations.
  • Support the management of litigation files by organizing case files, coordinating with external counsel, and tracking deadlines.
  • Provide administrative support to the Legal & Regulatory team, including communication facilitation, and information gathering.
  • Support the Director, Legal (Capital Markets Risk & Disputes) by participating in ad-hoc initiatives including organizing and maintaining documentation and helping implement necessary adjustments to legal processes.
  • Draft and review legal correspondence, including letters, memoranda, and reports. 
  • Assist the Director, Legal (Capital Markets Risk & Disputes) in gathering information and documents to support the defence and advancement of litigation claims. 
  • Any other clerical duties to support the Legal & Regulatory team, as required.

    • What you bring:

  • 2-5 years of demonstrated success in a litigation management or paralegal role within a law firm or in-house legal team at an established and fast-moving business or law firm. 
  • Post-secondary education in a paralegal, business or related legal program (university or college degree).
  • Experience managing the intake and coordination of responses to third party demands and production orders. 
  • Strong knowledge of litigation paralegal functions and legal procedures.
  • Excellent attention to detail and proofreading skills.
  • Proficiency in Microsoft Word, Excel and Powerpoint.
  • Proficiency in Google Workspace (Gmail, Google Calendar, Google Docs, etc.).
  • Project management and organizational skills that can be used to balance competing priorities. 
  • Familiarity with case management and external counsel invoicing software. 
  • Experience working at a financial institution is an asset. 
    • Why Wealthsimple?
    πŸ€‘ Competitive salary with top-tier health benefits and life insurance
    πŸ“ˆ Retirement savings matching plan using Wealthsimple Work
    🌴 20 vacation days per year and unlimited sick and mental health days
    πŸ“š Up to $1,500 per year towards wellness and professional development budgets respectively 
    πŸ›« 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year 
    🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
    πŸ’– Company-wide wellness days off scheduled throughout the year

    We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions β€” join us!

    Read our Culture Manual and learn more about how we work.

    DEI Statement
    At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. 

    Accessibility Statement
    Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.
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