Hybrid New Accounts Administrator - Wealth Ops

Altis; Markham; Hybrid; CAD 42,000 - 64,000; Full time

Job summary

Altis is seeking a New Accounts Administrator in Markham, Ontario, to support new account processes and ensure requests are handled accurately within service levels. You will collaborate with advisors, clients, and internal teams while contributing to a transition to a new platform and daily operational priorities.

The role offers a fast-paced environment with exposure to banking, tax, estates, registered products, and project-based initiatives aimed at improving client and advisor experiences.

Qualifications

• 2+ years of experience in new accounts administration, financial services, or insurance.
• Post-secondary education, with knowledge or interest in registered investment products.
• Strong technology skills; Dataphile experience is an asset.
• Knowledge of Fundserv is an asset.
• Excellent communication, organization, attention to detail, and problem-solving skills.

Responsibilities

• Support new account opening, transfers, trades, banking requests, and registered products including TFSA, RESP, and RRSPs.
• Monitor shared inboxes, manage post-conversion requests, and maintain professional communication with advisors, clients, and internal teams.
• Review documentation and ensure account information, workflows, and service requests are processed accurately and efficiently.
• Assist with e-delivery and online access requests, statements, confirmations, and proper routing of account documentation.
• Collaborate with teams across banking, tax, and estates while tracking outstanding items and following up on processing delays.

Skills

Communication

Attention to detail

Problem solving

Organizational skills

Independent worker

Team collaboration

Education

Post-secondary education

Knowledge of registered investment products

Tools

Dataphile

Fundserv

Job description

Altis is seeking a New Accounts Administrator in Markham, Ontario, to support new account processes and ensure requests are handled accurately within service levels. You will collaborate with advisors, clients, and internal teams while contributing to a transition to a new platform and daily operational priorities.

The role offers a fast-paced environment with exposure to banking, tax, estates, registered products, and project-based initiatives aimed at improving client and advisor experiences.