New Accounts Administrator (Fintech)

Location: Flexible hybrid schedule; 483 Bay Street, Toronto until approximately late 2026, then 3 Robert Speck Parkway, Mississauga. Current work authorization for Canada is required.

Hourly compensation: CAD 26.00–30.00, based on experience and qualifications.

Company

Fidelity Clearing Canada is an independent Canadian clearing broker and custodian providing trade execution, clearing, custody, and back-office support to Canadian-based 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 and regulatory industry requirements with strong risk awareness and attention to detail.
• Provide clear instructions to clients regarding deficiencies and support a high-quality customer experience.

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, as well as registered accounts, including RRSPs, TFSAs, and RESPs.
• Strong MS Excel skills.
• Ability to work effectively as part of a team and independently in a fast-paced environment.
• Strong written and verbal communication, attention to detail, and time management skills.
• Commitment to delivering quality customer service and exceeding customer expectations.

Nice to have

• Knowledge of or experience in the brokerage industry.
• Completion of or enrolment in a financial services industry program, such as CSC.
• Bilingual verbal and written communication skills in French and English.

Culture & Benefits

• Flexible hybrid working arrangement.
• Contract opportunity ending March 31, 2027.
• Inclusive equal-opportunity workplace with accommodations available during the application process.
• Recognition as an employer through Canadian workplace, inclusion, wellness, youth, and financial services awards.