Support new account administration at Fidelity on a flexible hybrid schedule in Toronto. Apply analytical skills, risk awareness, and strong Excel expertise.
Fidelity Clearing Canada's New Accounts team opens and reviews accounts in the Dataphile environment. This contract administrator supports account lifecycle activities, client maintenance, and account updates across multiple systems. The work requires accurate documentation and clear client instructions.
Key Responsibilities:
- Open and review new accounts in Dataphile
- Support account lifecycle and client maintenance activities
- Manage routine and complex account updates across systems
- Verify documents meet internal and regulatory requirements
- Explain deficiencies clearly to clients
Requirements:
- Post-secondary education or equivalent work experience
- One to two years in financial services
- Familiarity with registered and non-registered account types
- Strong Microsoft Excel skills
- Current Canadian work authorization required
Bring account administration, analytical judgment, risk awareness, and client communication skills to Fidelity's Toronto-based hybrid contract.
New Accounts Administrator Toronto in Mississauga employer: Fidelity Canada
Fidelity is an exceptional employer that fosters a dynamic and inclusive work culture in Toronto, where innovation thrives in a hybrid environment. Employees benefit from comprehensive growth opportunities, including training on cutting-edge cloud technologies and collaboration on AI-driven projects, all while contributing to impactful solutions that shape the future of technology. Join us to be part of a team that values your expertise and encourages professional development in a supportive atmosphere.