New Accounts and Account Transfers Administrator Bilingual (Contract)
New Accounts and Account Transfers Administrator Bilingual (Contract)
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Job Description
Job Description
Please note:
The incumbent of this role is required to review and process documents in both official languages (French and English) to meet our industry regulatory obligations. It is required that they demonstrate advanced communication skills in both languages.
Current work authorization for Canada is required for all openings.
You will be working on a hybrid schedule as part of Fidelitys dynamic working arrangement.
The internal business titles for these roles are New Accounts and Account Transfers Administrator and Registered Products and Mutual Funds Administrator.
Please note that this is a contract ending on September 11 2026.
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 and Account Transfers Administrator Bilingual will be a valuable addition to FCCs Operations department. You will begin working in either the New Accounts or Account Transfers team:
The New Accounts team is responsible for setting up new accounts into FCCs Dataphile environment in a timely 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 assist clients in the completion of forms notifying them of any deficiencies. You will be responsible for completion of daily tasks and transactions while ensuring compliance with internal and industry regulatory requirements
The Account Transfers team is responsible for both the Transfer-ins of Assets into FCC but also for Transfer-outs of assets leaving our firm. You would become familiar with our electronic deliveries (ATON) and also our manual way of exchanging documents (non-ATON). As part of transfers you will review forms initiate transfers follow-up with institutions on statuses while keeping our clients up to date
What You Need
Post-secondary education or equivalent work experience
You have between 1 - 2 years of experience in the financial services industry.
Bilingual (verbal and written) in French and English
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).
Excellent 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)
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
