Back Office Administrator

Altis Technology; Markham; Híbrido; CAD 45.000 - 65.000; A tiempo parcial

Ventajas ofrecidas por este puesto de trabajo

Flexible hybrid work arrangement

Learning and development opportunities

Descripción de la vacante

Altis Technology in Markham, ON, seeks two Back Office Administrators for a hybrid role (2 days onsite per week) to support a wealth management operations team. Contract through March 31, 2027, focusing on account administration, fee processing, reporting, and internal inquiries.

The position suits detail-oriented individuals with administrative or banking customer service experience, offering hands-on training and exposure to multiple investment operations areas.

Formación

• 15 years of administrative, customer service, or operations experience, ideally within banking, wealth management, or financial services.
• Basic Microsoft Excel skills, proficiency with Microsoft Office, and familiarity with CRM systems.
• Strong attention to detail, organizational skills, and the ability to manage multiple priorities.
• Excellent written and verbal English communication skills with a customer-focused approach.
• A collaborative attitude, initiative, sound judgment, and willingness to learn new processes.
• Post-secondary education or equivalent experience.

Responsabilidades

• You'll process account-related requests, including Group RRSPs, fees, reimbursements, debits, and client information updates.
• You'll review operational reports, verify wire transfers, and help maintain accurate financial records.
• You'll manage incoming inquiries through a shared operations inbox, supporting financial advisors and internal stakeholders.
• You'll coordinate approvals, advisor code updates, account transfers, and documentation with relevant teams.
• You'll maintain task trackers, review requests, and ensure processing follows established procedures.
• You'll support reporting, tax documentation, and operational system conversion activities.

Conocimientos

Administrative experience

Customer service experience

Operations experience

Attention to detail

English communication

Educación

Post-secondary education

Herramientas

Microsoft Excel

Microsoft Office

CRM systems

Descripción del empleo

Location: Markham, ON (Hybrid, 2 days onsite per week)

Language: Strong written and spoken English required

Duration: Contract until March 31, 2027

About the Opportunity

Are you detail-oriented, organized, and looking to build your experience in financial services? We're seeking two Back Office Administrators to join a collaborative wealth management operations team in Markham. This is a great opportunity for someone with administrative or banking customer service experience who enjoys problem-solving and supporting others.

In this role, you'll work closely with financial advisors and operations colleagues to keep daily processes running smoothly. You'll support everything from account administration and fee processing to reporting and internal inquiries, while gaining exposure to different areas of investment operations.

What's In It for You

• A flexible hybrid work arrangement
• A supportive, approachable leadership team that values collaboration and learning.
• Hands-on training from experienced team members.
• Exposure to a variety of financial operations processes through rotating weekly responsibilities.
• An opportunity to strengthen your administrative and financial services experience.

Your Responsibilities

• You'll process account-related requests, including Group RRSPs, fees, reimbursements, debits, and client information updates.
• You'll review operational reports, verify wire transfers, and help maintain accurate financial records.
• You'll manage incoming inquiries through a shared operations inbox, supporting financial advisors and internal stakeholders.
• You'll coordinate approvals, advisor code updates, account transfers, and documentation with relevant teams.
• You'll maintain task trackers, review requests, and ensure processing follows established procedures.
• You'll support reporting, tax documentation, and operational system conversion activities.

Skills and Qualifications

• 15 years of administrative, customer service, or operations experience, ideally within banking, wealth management, or financial services.
• Basic Microsoft Excel skills, proficiency with Microsoft Office, and familiarity with CRM systems.
• Strong attention to detail, organizational skills, and the ability to manage multiple priorities.
• Excellent written and verbal English communication skills with a customer-focused approach.
• A collaborative attitude, initiative, sound judgment, and willingness to learn new processes.
• Post-secondary education or equivalent experience.

We appreciate the time and effort all applicants invest in their submissions. Please note that only candidates shortlisted for this role will be contacted directly. However, your profile will remain under consideration for future opportunities that align with your experience and career goals.

All qualified applicants will receive fair consideration for employment. We welcome individuals of all backgrounds, experiences, and identities including those who identify as women, members of racialized groups, Indigenous Peoples, persons with disabilities, and 2SLGBTQIA+ communities.

If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions.

Our human recruiters review all applications and always make the final hiring decision. On occasion, we also use AI-assisted tools to help review applications.