Bilingual New Accounts Administrator

Jumpstart Refugee Talent - Partner•Toronto, ON

2d•CA$24 - CA$38

About The Position

Our employer partner in Finance & Banking, is currently looking to add an experienced Bilingual New Accounts Administrator to their team! They have been helping Canadian investors build better financial futures for over 35 years. They offer individuals and institutions a range of trusted investment portfolios and services - and they’re constantly seeking to find new and better ways to help our clients. As a privately owned company, they boldly embrace innovation in all areas as they continue to grow our business into the future. Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

Requirements

Post-secondary education or equivalent work experience
Between 1 - 2 years’ of experience in the financial services industry.
Bilingual (verbal and written) in French and English
Familiarity with different account types such as Non-Registered Accounts (Cash, Margin, Joint etc.) as well as Registered Accounts (RRSPs, TFSAs, RESPs etc).
Excellent MS Excel skills

Nice To Haves

Knowledge of and/or experience in the brokerage industry
Completion of, or enrolment in, a financial services industry program (e.g. CSC)

Responsibilities

Opening and reviewing new accounts into Dataphile environment in a timely manner.
Supporting a broad range of account lifecycle and client maintenance activities.
Managing both routine and complex account updates across multiple systems ensuring documents are in good order adhering to internal and regulatory industry requirements.
Providing clear instructions to our clients regarding any deficiencies to ensure an Effortless Experience.
End-to-end process of Transferring accounts and assets in to out of our firm.
Reviewing and initiating transfers.
Following-up with institutions on status of manual inbound transfers, ensuring assets are accurately deposited (Settlements).
Transferring assets and accounts out both electronically and manually (Transfer-out).
Becoming familiar with electronic (ATON) and manual (non-ATON) deliveries platforms to complete Transfer requests while ensuring documents are in good order adhering to internal and regulatory industry requirements.