Data Administrator

PlanIT Search; Montreal (administrative region); Hybrid; CAD 42,000 - 52,000; Part time

Job summary

PlanIT is seeking an organized and detail-oriented Data Administrator to join a financial services team supporting KYC and Client Onboarding operations. This entry-level role is ideal for someone with 0–2 years of experience who wants to build a career in banking operations and data administration.

The position is contract-based for 12 months, with initial onsite days, followed by a hybrid schedule (3 days from office, 2 days remote).

Qualifications

• University degree or equivalent required.
• 0–2 years of professional experience in banking, finance, or data roles preferred.
• Proficient in Excel and Microsoft Office; keen attention to detail.
• Strong English communication skills and ability to work in a small team.

Responsibilities

• Enter approved counterparty data into KYC and database systems.
• Set up and maintain counterparty records in front-office and back-office systems.
• Run daily reconciliation reports and flag discrepancies.
• Support client onboarding activities, including system access and address updates.
• Process account and client record closures as instructed.
• Track and process Patriot Act certificate renewals.
• Collect, capture, and validate W-8 and W-9 forms.
• Support processing of Prime Brokerage documentation.
• Set up and maintain USD Fed Wire transfer templates.
• Maintain documentation in internal systems.
• Follow established procedures and escalate issues when required.
• Complete mandatory training and maintain competencies.

Skills

Organization

Attention to detail

Time management

English communication

Education

University degree or equivalent

Tools

Excel

Microsoft Office

KYC systems

Job description

Employment Type: Contract, 12 months to start

Work arrangement: Initial 3 months -5 days onsite, after that 3 days from office, 2 days remote

Only candidates legally eligible to work in Canada without the need for visa sponsorship will be contacted

We are looking for an organized and detail-oriented Data Administrator to join a financial services team supporting KYC and Client Onboarding operations.

This is an entry-level opportunity ideal for someone with 0–2 years of experience who is interested in building a career in banking operations, data administration, and client onboarding.

Key Responsibilities

• Enter approved counterparty data into internal KYC and database systems
• Set up and maintain counterparty records in front-office and back-office systems
• Run daily reconciliation reports and flag data discrepancies for review
• Support client onboarding activities, including system access and address updates
• Process account and client record closures as instructed
• Track and process Patriot Act certificate renewals
• Collect, capture, and validate W-8 and W-9 tax forms
• Support the processing of Prime Brokerage documentation
• Set up and maintain USD Fed Wire transfer templates
• Maintain accurate and complete documentation in internal systems
• Follow established procedures and escape issues when required
• Complete mandatory training and maintain required competencies

What We're Looking For

• University degree or equivalent
• 0–2 years of professional experience
• Banking, financial services, back-office, data administration, or operations experience is preferred
• Strong Excel and Microsoft Office skills
• Excellent attention to detail and accuracy
• Strong organizational and prioritization skills
• Ability to work effectively under time pressure
• Strong written and verbal English communication skills
• Self-motivated and able to work effectively as part of a small team

Nice to Have

• Exposure to banking or financial institution systems
• Experience with data entry, reconciliation, or document processing
• Basic understanding of KYC or client onboarding processes
• Understanding of tax certification forms such as W-8/W-9

PlanIT is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided based on qualifications, merit, and business needs.

Disclosure:

This posting represents an active and genuine vacancy with one of Plan IT’s clients and is not intended for speculative or pipeline recruitment. Plan IT and/or its clients may use AI-assisted tools from time to time to support the screening and evaluation of applications; however, these tools do not replace human judgment or decision‑making at any stage of the hiring process.