New Accounts Administrator

Altis; Markham; Hybrid; CAD 42,000 - 62,000; Full time

Job summary

Altis in Markham, ON is seeking a New Accounts Administrator to support onboarding, transfers, and registered product requests within a fast-paced wealth management environment. You will collaborate with advisors, clients, and internal teams while supporting a transition to a new platform and day-to-day operations.

This contract role offers hybrid work, on-site two days a week, and exposure to banking, tax, estates, and registered products, with potential extension depending on needs.

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, with Dataphile experience considered a strong asset.
• Knowledge of Fundserv is an asset.
• Excellent communication, organization, attention to detail, and problem-solving skills.
• A curious, solution-oriented approach with the initiative to learn quickly and work independently or collaboratively.

Responsibilities

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

Skills

New accounts administration

Financial services

Registered investment products knowled

Dataphile experience

Fundserv knowledge

Communication skills

Organizational skills

Education

Post-secondary education

Tools

Dataphile

Fundserv

Job description

Location: Markham, ON, Hybrid, 2 days on-site
Language: English, strong written and spoken communication skills
Duration: Contract until April 30th 2027, with possibility of extension
Background Check Requirement: Criminal record check and employment references

About the Opportunity

Join a collaborative financial services team as a New Accounts Administrator, supporting new account processes and helping ensure requests are handled accurately, efficiently, and within established service levels. Youll work closely with advisors, clients, and internal teams while supporting a transition to a new platform and contributing to day-to-day operational priorities.

This is a great opportunity for someone who enjoys a fast-paced environment, learns technology quickly, and takes pride in providing thoughtful customer service. Youll also have exposure to banking, tax, estates, registered products, and project-based initiatives that help improve the overall client and advisor experience.

Whats In It for You

Youll receive training and hands-on exposure to a broad range of wealth management operations, with opportunities to build your knowledge of registered products and financial services processes. The role offers flexible hybrid work, a collaborative team environment, and potential for contract extension.

Your Responsibilities

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

Skills and 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, with Dataphile experience considered a strong asset.
• Knowledge of Fundserv is an asset.
• Excellent communication, organization, attention to detail, and problem-solving skills.
• A curious, solution-oriented approach with the initiative to learn quickly and work independently or collaboratively.

Why Partner with Altis

If youve never worked with a staffing agency before, we make it easy. We work with top employers across Canada who have great jobs to fill, each vetted and verified by our team. When you apply for a job with Altis, we get to know you as a candidate and learn what your strengths are. Then, if youre a solid match, we handle all the logistics, advocating for you as a candidate for the role, providing access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for candidates.

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.