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2 дня назад

New Accounts Administrator (Financial Services)

26 - 30CAD
Π€ΠΎΡ€ΠΌΠ°Ρ‚ Ρ€Π°Π±ΠΎΡ‚Ρ‹
hybrid
Π’ΠΈΠΏ Ρ€Π°Π±ΠΎΡ‚Ρ‹
project
Π“Ρ€Π΅ΠΉΠ΄
junior
Английский
b2
Π‘Ρ‚Ρ€Π°Π½Π°
Canada
Вакансия ΠΈΠ· списка Hirify.GlobalВакансия ΠΈΠ· Hirify Global, списка ΠΌΠ΅ΠΆΠ΄ΡƒΠ½Π°Ρ€ΠΎΠ΄Π½Ρ‹Ρ… tech-ΠΊΠΎΠΌΠΏΠ°Π½ΠΈΠΉ
Для мэтча ΠΈ ΠΎΡ‚ΠΊΠ»ΠΈΠΊΠ° Π½ΡƒΠΆΠ΅Π½ Plus

ΠœΡΡ‚Ρ‡ & Π‘ΠΎΠΏΡ€ΠΎΠ²ΠΎΠ΄

Для мэтча с этой вакансиСй Π½ΡƒΠΆΠ΅Π½ Plus

ОписаниС вакансии

ВСкст:
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TL;DR
New Accounts Administrator (Financial Services): Opening and reviewing new investment accounts in the Dataphile environment while supporting account lifecycle and client maintenance activities with an accent on account documentation, regulatory requirements, and risk awareness. Focus on managing routine and complex updates across multiple systems, identifying deficiencies, and providing clear client instructions.

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 $26.00–$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.
  • 1–2 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.

Π‘ΡƒΠ΄ΡŒΡ‚Π΅ остороТны: Ссли Ρ€Π°Π±ΠΎΡ‚ΠΎΠ΄Π°Ρ‚Π΅Π»ΡŒ просит Π²ΠΎΠΉΡ‚ΠΈ Π² ΠΈΡ… систСму, ΠΈΡΠΏΠΎΠ»ΡŒΠ·ΡƒΡ iCloud/Google, ΠΏΡ€ΠΈΡΠ»Π°Ρ‚ΡŒ ΠΊΠΎΠ΄/ΠΏΠ°Ρ€ΠΎΠ»ΡŒ, Π·Π°ΠΏΡƒΡΡ‚ΠΈΡ‚ΡŒ ΠΊΠΎΠ΄/ПО, Π½Π΅ Π΄Π΅Π»Π°ΠΉΡ‚Π΅ этого - это мошСнники. ΠžΠ±ΡΠ·Π°Ρ‚Π΅Π»ΡŒΠ½ΠΎ ΠΆΠΌΠΈΡ‚Π΅ "ΠŸΠΎΠΆΠ°Π»ΠΎΠ²Π°Ρ‚ΡŒΡΡ" ΠΈΠ»ΠΈ ΠΏΠΈΡˆΠΈΡ‚Π΅ Π² ΠΏΠΎΠ΄Π΄Π΅Ρ€ΠΆΠΊΡƒ. ΠŸΠΎΠ΄Ρ€ΠΎΠ±Π½Π΅Π΅ Π² Π³Π°ΠΉΠ΄Π΅ β†’