New Accounts Administrator (Financial Services)
ΠΡΡΡ & Π‘ΠΎΠΏΡΠΎΠ²ΠΎΠ΄
ΠΠ»Ρ ΠΌΡΡΡΠ° Ρ ΡΡΠΎΠΉ Π²Π°ΠΊΠ°Π½ΡΠΈΠ΅ΠΉ Π½ΡΠΆΠ΅Π½ Plus
ΠΠΏΠΈΡΠ°Π½ΠΈΠ΅ Π²Π°ΠΊΠ°Π½ΡΠΈΠΈ
Location: Flexible hybrid schedule; work at 483 Bay Street in Toronto until approximately late 2026, then at 3 Robert Speck Parkway in Mississauga. Current work authorization for Canada is required.
Salary: CAD $26.00β$30.00 per hour
Company
Fidelity Clearing Canada provides trade execution, clearing, custody, and back-office support services to Canadian brokerage firms and Canadian brokerage arms of U.S.-based firms.
What you will do
- Open and review new accounts in the Dataphile environment in a timely manner.
- Support account lifecycle and client maintenance activities across multiple systems.
- Manage routine and complex account updates while ensuring documents are complete and in good order.
- Apply internal, regulatory, and industry requirements with strong risk awareness.
- Identify account deficiencies and provide clear instructions to clients.
Requirements
- Post-secondary education or equivalent work experience.
- 1β2 years of experience in the financial services industry.
- Familiarity with non-registered accounts, including cash, margin, and joint accounts.
- Familiarity with registered accounts, including RRSPs, TFSAs, and RESPs.
- Strong MS Excel skills, attention to detail, communication, and time management abilities.
- Current authorization to work in Canada.
Nice to have
- Knowledge of or experience in the brokerage industry.
- Completion of or enrolment in a financial services program such as CSC.
- Verbal and written proficiency in French and English.
Culture & Benefits
- Flexible hybrid working arrangement.
- Hourly contract compensation based on experience and qualifications.
- Inclusive workplace with accommodations available during the application process.
- Contract engagement ending on December 31, 2026.
ΠΡΠ΄ΡΡΠ΅ ΠΎΡΡΠΎΡΠΎΠΆΠ½Ρ: Π΅ΡΠ»ΠΈ ΡΠ°Π±ΠΎΡΠΎΠ΄Π°ΡΠ΅Π»Ρ ΠΏΡΠΎΡΠΈΡ Π²ΠΎΠΉΡΠΈ Π² ΠΈΡ ΡΠΈΡΡΠ΅ΠΌΡ, ΠΈΡΠΏΠΎΠ»ΡΠ·ΡΡ iCloud/Google, ΠΏΡΠΈΡΠ»Π°ΡΡ ΠΊΠΎΠ΄/ΠΏΠ°ΡΠΎΠ»Ρ, Π·Π°ΠΏΡΡΡΠΈΡΡ ΠΊΠΎΠ΄/ΠΠ, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡΠ΅ ΡΡΠΎΠ³ΠΎ - ΡΡΠΎ ΠΌΠΎΡΠ΅Π½Π½ΠΈΠΊΠΈ. ΠΠ±ΡΠ·Π°ΡΠ΅Π»ΡΠ½ΠΎ ΠΆΠΌΠΈΡΠ΅ "ΠΠΎΠΆΠ°Π»ΠΎΠ²Π°ΡΡΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡΠΈΡΠ΅ Π² ΠΏΠΎΠ΄Π΄Π΅ΡΠΆΠΊΡ. ΠΠΎΠ΄ΡΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β