New Accounts Administrator
New Accounts Administrator
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Job Description
Job Description
Current work authorization for Canada is required for all openings.
You will be working on a Hybrid office schedule as part of Fidelitys dynamic working arrangement
What We Do:
Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution clearing custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.-based firms.For more information about Fidelity Clearing Canada please visit You Will Do:
The New Accounts Administrator will be a valuable addition to FCCs Operations department.
The New Accounts team is responsible for setting up new accounts into FCCs Dataphile environment in a timely manner.
In addition the role requires updates to Investor Maintenance which entails non-financial updates and also performing quality checks on new accounts that have been system generated and manually input.
You will ensure documents are in good order input/update client data and notify clients of any deficiencies.
You will be responsible for completion of daily tasks and transactions while ensuring compliance with internal and industry regulatory requirements
What You Need:
Post-secondary education or equivalent work experience
You have between 1 - 2 years of experience in the financial services industry.
You are familiar 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
The following are assets:
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
Expertise You Will Bring:
You are an effective team player and are also able to work independently.
You have strong written and verbal communicator.
You have an eye for detail and strong time management skills.
You are passionate about delivering quality customer service striving to exceed customers expectations.
You work independently in a fast-paced environment.
Fidelity Canada is an equal opportunity employer
Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race color religion sex sexual orientation gender identity or expression national or ethnic origin age disability family status protected veterans status Aboriginal/Native American status or any other legally-protected ground.
Accommodation during the application process
Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation please email us at .
No telephone inquiries or agencies please. We thank all applicants for their interest please be advised that only those selected for an interview will be contacted.
Why Work at Fidelity
We are proud to be recipients of the following:
Awards
Canadas Top 100 Employers
o Greater Torontos Top Employers
o Canadas Top Family-Friendly Employers
o Canadas Top Employers for Young People
Great Place To Work Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Todays Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams
LinkedIn Top Companies in Canada
Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion Employer
Designations
Canadian Compassionate Companies Certified
Benefits Canadas Workplace Benefits Award - Future of Work Strategy
TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
Canadian HR Reporters Most Innovative HR Team
Required Experience:
Unclear Seniority
Employment Type
Full-Time
