Account Transfers Administrator

Fidelity International; Toronto; On-site; CAD 45,000 - 70,000; Full time

Job summary

Join a leading independent clearing broker in Canada as an Account Transfers Administrator. In this full-time role, you will support the operations team by managing asset transfers, ensuring smooth communication with clients, and reconciling accounts. Your expertise in financial services and proficiency in MS Excel will be key to your success. This is a unique opportunity to work in a dynamic environment that values quality customer service and attention to detail, all while contributing to a diverse and inclusive workplace culture. If you're passionate about the financial industry and eager to make a difference, this role is perfect for you.

Qualifications

• 1-2 years of experience in financial services.
• Familiar with various account types and transfer processes.

Responsibilities

• Manage asset transfers and communicate with clients.
• Investigate rejected transfers and resolve issues.

Skills

MS Excel

Communication Skills

Customer Service

Detail Orientation

Time Management

Education

Post-secondary education

Tools

ATON

Dataphile

Fundserv

CDS

Arrow

DTCC

Job description

Account Transfers Administrator page is loaded

Account Transfers Administrator

Apply locations Toronto Office time type Full time posted on Posted 30+ Days Ago job requisition id J51106

Job Description

Please note : This is a CONTRACT role until June 27th,, 2025

Current Work Authorization is required for ALL openings.

What We Do:

Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.-based firms. For more information about Fidelity Clearing Canada, please visit https://clearingcanada.fidelity.com/

What You Will Do:

The Accounts Transfers Administrator will be a valuable addition to FCC's Operations department.

You will begin working in the Account Transfers team:

• The Account Transfers team is responsible for both the Transfer-ins of Assets into FCC but also for Transfer-outs of assets leaving our firm. You would become familiar with our electronic deliveries (ATON) and also our manual way of exchanging documents (non-ATON). As part of transfers, you will review forms, initiate transfers, follow-up with institutions on statuses while keeping our clients up to date
• Investigate the rejected transfers and communicate the issues to our clients for resolution
• Reconcile the Account Transfers control accounts daily.

What You Need:

• Post-secondary education or equivalent work experience
• You have between 1 - 2 years’ of experience in the financial services industry.
• You are familiar with different account types such as Non-Registered Accounts (Cash, Margin, Joint etc.) as well as Registered Accounts (RRSPs, TFSAs, RESPs etc).
• Excellent MS Excel skills

The following are assets:

• 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
• Familiarity with ATON, Dataphile, Fundserv, CDS, Arrow and DTCC

Expertise You Will Bring:

• You are an effective team player and are also able to work independently.
• You have strong written and verbal communication.
• You have an eye for detail and strong time management skills.
• You are passionate about delivering quality customer service, striving to exceed customers' expectations.
• You work independently in a fast-paced environment.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at [e-mail] .

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

• Canada's Top 100 Employers
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young People

• Great Place To Work Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today's Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

• LinkedIn Top Companies in Canada

• Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion Employer

Designations
• Canadian Compassionate Companies – Certified
• Benefits Canada's Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter's Most Innovative HR Team