New Accounts Administrator

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

Job summary

Join a leading independent clearing broker and custodian in Canada as a New Accounts Administrator. This contract role offers an exciting opportunity to work in a dynamic operations department, setting up new accounts and ensuring compliance with regulatory requirements. You'll play a vital role in maintaining high standards of customer service while managing account data and documentation. If you're detail-oriented, have strong Excel skills, and are passionate about the financial services industry, this position could be the perfect fit for you. Be part of a diverse and inclusive workplace that values your contributions and fosters professional growth.

Benefits

Diverse and inclusive workplace

Recognition as one of Canada's Top Employers

Opportunities for professional growth

Employee wellness programs

Qualifications

• 1-2 years of experience in financial services required.
• Post-secondary education or equivalent work experience needed.

Responsibilities

• Set up new accounts in Dataphile and perform quality checks.
• Ensure compliance with internal and industry regulatory requirements.

Skills

Customer Service

Attention to Detail

Time Management

Teamwork

Verbal Communication

Written Communication

Education

Post-secondary education

Financial services industry program (e.g. CSC)

Tools

MS Excel

Job description

New Accounts Administrator

New Accounts Administrator

Apply locations Toronto Office time type Full time posted on Posted 30+ Days Ago job requisition id J51105

Job Description

Please note: This is a CONTRACT role until April 25, 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 Fidelity Clearing Canada.

What You Will Do:

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

1. The New Accounts team is responsible for setting up new accounts into FCC's Dataphile environment in a timely manner.
2. The role requires updates to Investor Maintenance which entails non-financial updates and performing quality checks on new accounts that have been system generated and manually input.
3. You will ensure documents are in good order, input/update client data and notify clients of any deficiencies.
4. You will be responsible for completion of daily tasks and transactions while ensuring compliance with internal and industry regulatory requirements.

What You Need:

1. Post-secondary education or equivalent work experience.
2. You have between 1 - 2 years’ of experience in the financial services industry.
3. 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.).
4. Strong MS Excel skills.

The following are assets:

1. Knowledge of and/or experience in the brokerage industry.
2. Completion of, or enrolment in, a financial services industry program (e.g. CSC).
3. Bilingual (verbal and written) in French and English.

Expertise You Will Bring:

1. You are an effective team player and are also able to work independently.
2. You have strong written and verbal communication skills.
3. You have an eye for detail and strong time management skills.
4. You are passionate about delivering quality customer service, striving to exceed customers' expectations.
5. 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:

1. Canada's Top 100 Employers
2. Greater Toronto's Top Employers
3. Canada's Top Family-Friendly Employers
4. Canada's Top Employers for Young People
5. Great Place To Work Certified

Designations:

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