New Accounts Administrator

Fidelity Canada•Toronto, ON

4d•CA$26 - CA$31•Hybrid

About The Position

The New Accounts team is responsible for opening and reviewing new accounts into Dataphile environment in a timely manner. You will be responsible in supporting a broad range of account lifecycle and client maintenance activities. This role requires strong analytical skills, risk awareness, and the ability to manage 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.

Requirements

Post-secondary education or equivalent work experience
Between 1 - 2 years’ of experience in the financial services industry.
Familiarity 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
Effective team player and ability to work independently.
Strong written and verbal communicator.
Eye for detail and strong time management skills.
Passion for delivering quality customer service, striving to exceed customers' expectations.
Ability to work independently in a fast-paced environment.

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)
Bilingual (verbal and written) in French and English

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 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 clients regarding any deficiencies to ensure an Effortless Experience.