New Accounts Administrator

Fidelity Canada; Toronto; Hybrid; CAD 45,000 - 60,000; Full time

Job summary

A financial services company in Toronto is seeking a New Accounts Administrator to join its Operations department. The role involves setting up new accounts, ensuring compliance with regulatory requirements, and maintaining client data. Ideal candidates will have a post-secondary education and 1-2 years of experience in the financial services sector. Strong Excel skills and attention to detail are essential. The position offers a hybrid work schedule.

Benefits

Diverse and inclusive workplace

Opportunities for professional development

Recognition as a top employer

Qualifications

• 1 - 2 years of experience in the financial services industry.
• Familiarity with Non-Registered Accounts and Registered Accounts.
• Completion of, or enrollment in, a financial services industry program is an asset.
• Bilingual in French and English is an asset.

Responsibilities

• Set up new accounts in FCC's Dataphile environment.
• Update Investor Maintenance with non-financial updates.
• Ensure documents are in good order and client data is accurate.
• Complete daily tasks while ensuring compliance with regulatory requirements.

Skills

Strong MS Excel skills

Team player

Detail-oriented

Strong written and verbal communication

Education

Post-secondary education or equivalent work experience

Job description

Overview

Job Description

This role is a Fixed Term Contract, with a set end date of April 30th, 2026

Current work authorization for Canada is required for all openings.

You will be working on a Hybrid office schedule as part of Fidelity’s dynamic working arrangement

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 the site at: Fidelity Clearing Canada

What You Will Do

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

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

What You Need

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

The following are assets

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

Expertise You Will Bring

• You are an effective team player and are also able to work independently.
• You have strong written and verbal communicator.
• You have an eye for detail and strong time management skills.
• You are passionate about delivering quality customer service, striving to exceed customers' expectations.
• You work independently in a fast-paced environment.

EEO & Accommodation

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]

Additional Information

No telephone inquiries or agencies please. We thank all applicants for their interest; only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following:

Awards

• Canada's Top 100 Employers
• Greater Toronto's Top Employers
• Canada's Top Family-Friendly Employers
• Canada's Top Employers for Young People
• Great Place To Work Certified

• LinkedIn Top Companies in Canada

• Human Resource Director (HRD) - Best Place To Work

• HRD - 5-Star Benefit Program
• HRD - 5-Star Diversity & Inclusion Employer

Designations

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