New Accounts Administrator, Registered Products

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

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. You’ll 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. You’ll also have exposure to banking, tax, estates, registered products, and project-based initiatives that help improve the overall client and advisor experience.

What’s In It for You

You’ll 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

• You’ll support new account opening, transfers, trades, banking requests, and registered products including TFSA, RESP, and RRSPs.


• You’ll monitor shared inboxes, manage post-conversion requests, and maintain professional communication with advisors, clients, and internal teams.


• You’ll review documentation and help ensure account information, workflows, and service requests are processed accurately and efficiently.


• You’ll assist with e-delivery and online access requests, statements, confirmations, and the appropriate routing of account documentation.


• You’ll 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.