Trade Support Administrator

Altis; Markham; Hybrid; CAD 52,000 - 64,000; Full time

Benefits offered by this job

Flexible hybrid work arrangement

Hands-on training

Exposure to a variety of financial ops

Job summary

Altis in Markham is seeking two Trade Support Administrators to join a collaborative wealth management operations team. This contract role offers a hybrid work arrangement in Markham, with 2 days onsite per week and a contract ending March 31, 2027.

You will support account administration, fee processing, reporting, and inquiries, gaining exposure to various investment operations. The role requires strong English communication, attention to detail, and prior administrative or banking customer

Qualifications

• 15 years of administrative, customer service, or operations experience, ideally within banking, wealth management, or financial services.
• Basic Microsoft Excel skills, proficiency with Microsoft Office, and familiarity with CRM systems.
• Strong attention to detail, organizational skills, and the ability to manage multiple priorities.
• Excellent written and verbal English communication skills with a customer-focused approach.
• A collaborative attitude, initiative, sound judgment, and willingness to learn new processes.
• Post-secondary education or equivalent experience.

Responsibilities

• Process account-related requests, including Group RRSPs, fees, reimbursements, debits, and client information updates.
• Review operational reports, verify wire transfers, and help maintain accurate financial records.
• Manage incoming inquiries through a shared operations inbox, supporting financial advisors and internal stakeholders.
• Coordinate approvals, advisor code updates, account transfers, and documentation with relevant teams.
• Maintain task trackers, review requests, and ensure processing follows established procedures.
• Support reporting, tax documentation, and operational system conversion activities.

Skills

Administrative experience

Customer service

Banking/financial services

Attention to detail

Education

Post-secondary education or equivalent

Tools

Microsoft Excel

Microsoft Office

CRM systems

Job description

Location: Markham, ON (Hybrid, 2 days onsite per week)

Language: Strong written and spoken English required

Duration: Contract until March 31, 2027

Background Check Requirements: Criminal record check and employment references required

About the Opportunity

Are you detail-oriented, organized, and looking to build your experience in financial services? We're seeking two Trade Support Administrators to join a collaborative wealth management operations team in Markham. This is a great opportunity for someone with administrative or banking customer service experience who enjoys problem-solving and supporting others.

In this role, you'll work closely with financial advisors and operations colleagues to keep daily processes running smoothly. You'll support everything from account administration and fee processing to reporting and internal inquiries, while gaining exposure to different areas of investment operations.

What's In It for You

• A flexible hybrid work arrangement


• A supportive, approachable leadership team that values collaboration and learning.


• Hands-on training from experienced team members.


• Exposure to a variety of financial operations processes through rotating weekly responsibilities.


• An opportunity to strengthen your administrative and financial services experience.

Your Responsibilities

• You'll process account-related requests, including Group RRSPs, fees, reimbursements, debits, and client information updates.


• You'll review operational reports, verify wire transfers, and help maintain accurate financial records.


• You'll manage incoming inquiries through a shared operations inbox, supporting financial advisors and internal stakeholders.


• You'll coordinate approvals, advisor code updates, account transfers, and documentation with relevant teams.


• You'll maintain task trackers, review requests, and ensure processing follows established procedures.


• You'll support reporting, tax documentation, and operational system conversion activities.

Skills and Qualifications

• 15 years of administrative, customer service, or operations experience, ideally within banking, wealth management, or financial services.


• Basic Microsoft Excel skills, proficiency with Microsoft Office, and familiarity with CRM systems.


• Strong attention to detail, organizational skills, and the ability to manage multiple priorities.


• Excellent written and verbal English communication skills with a customer-focused approach.


• A collaborative attitude, initiative, sound judgment, and willingness to learn new processes.


• Post-secondary education or equivalent experience.

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.