New Accounts Administrator
$54,080–$62,400 year
On-siteMississauga, Ontario, Canada
Job Summary
Open and review new accounts into the Dataphile environment while supporting account lifecycle and client maintenance activities. Manage routine and complex account updates across multiple systems, ensuring documents are in good order and adhering to internal and regulatory industry requirements. Provide clear instructions to clients regarding any deficiencies to ensure an Effortless Experience. This role requires strong analytical skills, risk awareness, and the ability to work independently in a fast-paced environment. You will operate on a flexible hybrid schedule at Fidelity Clearing Canada's Toronto office until late 2026.
Required Qualifications
- Post-secondary education or equivalent work experience
- 1 - 2 years' of experience in the financial services industry
- Familiarity with different account types such as Non-Registered Accounts (Cash, Margin, Joint etc.) as well as Registered Accounts (RRSPs, TFSAs, RESPs etc.)
- Strong MS Excel skills
- Knowledge of and/or experience in the brokerage industry
- Completion of, or enrolment in, a financial services industry program (e.g. CSC)
- Bilingual (verbal and written) in French and English
- Current work authorization for Canada
- Strong analytical skills
- Risk awareness
- Ability to manage both routine and complex account updates across multiple systems
- Strong written and verbal communication skills
- Eye for detail
- Strong time management skills
- Ability to work independently
- Effective team player
Desired Qualifications
- Passionate about delivering quality customer service, striving to exceed customers' expectations
- Work independently in a fast-paced environment
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