Fidelity Clearing Canada
Financial Services
NewAccountsAdministrator
“New Accounts Administrator at Fidelity Clearing Canada. Skills: New accounts, Client maintenance, Regulatory compliance. Opening and reviewing new accounts into Dataphile. Supporting account lifecycle activities”
What You'll Achieve.
Ensuring documents are in good order; Adhering to internal and regulatory industry requirements; Ensuring an Effortless Experience
Industry & Context.
Analytical skills
Current work authorization for Canada is required, Fixed term contract, ending on December 31st, 2026
What They're Looking For.
Must Have
Post-secondary education or equivalent work experience, 1 - 2 years’ of experience in the financial services industry, Familiar with different account types such as Non-Registered Accounts (Cash, Margin, Joint etc. ) as well as Registered Accounts (RRSPs, TFSAs, RESPs etc), MS Excel skills
Nice to Have
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
What You'll Do.
Opening and reviewing new accounts into Dataphile
Supporting account lifecycle activities
Supporting client maintenance activities
Managing routine account updates
Managing complex account updates
Ensuring documents are in good order
Providing clear instructions to clients
How You'll Work.
Team & Collaboration
Work with clients regarding deficiencies
Communication Scope
Written and verbal communicator; Providing clear instructions to clients
Applying for this New Accounts Administrator role?
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