Location: Markham, ON, Hybrid, 2 days on-site
Language: English, strong written and spoken communication skills
Duration: Contract until April 30th 2027, with possibility of extension
Background Check Requirement: Criminal record check and employment references
About the Opportunity
Join a collaborative financial services team as a New Accounts Administrator, supporting new account processes and helping ensure requests are handled accurately, efficiently, and within established service levels. You’ll work closely with advisors, clients, and internal teams while supporting a transition to a new platform and contributing to day-to-day operational priorities.
This is a great opportunity for someone who enjoys a fast-paced environment, learns technology quickly, and takes pride in providing thoughtful customer service. You’ll also have exposure to banking, tax, estates, registered products, and project-based initiatives that help improve the overall client and advisor experience.
What’s In It for You
You’ll receive training and hands-on exposure to a broad range of wealth management operations, with opportunities to build your knowledge of registered products and financial services processes. The role offers flexible hybrid work, a collaborative team environment, and potential for contract extension.
Your Responsibilities
- You’ll support new account opening, transfers, trades, banking requests, and registered products including TFSA, RESP, and RRSPs.
- You’ll monitor shared inboxes, manage post-conversion requests, and maintain professional communication with advisors, clients, and internal teams.
- You’ll review documentation and help ensure account information, workflows, and service requests are processed accurately and efficiently.
- You’ll assist with e-delivery and online access requests, statements, confirmations, and the appropriate routing of account documentation.
- You’ll collaborate with teams across banking, tax, and estates while tracking outstanding items and following up on processing delays.
Skills and Qualifications
- 2+ years of experience in new accounts administration, financial services, or insurance.
- Post-secondary education, with knowledge or interest in registered investment products.
- Strong technology skills, with Dataphile experience considered a strong asset.
- Knowledge of Fundserv is an asset.
- Excellent communication, organization, attention to detail, and problem-solving skills.
- A curious, solution-oriented approach with the initiative to learn quickly and work independently or collaboratively.
Why Partner with Altis
If you’ve never worked with a staffing agency before, we make it easy. We work with top employers across Canada who have great jobs to fill, each vetted and verified by our team. When you apply for a job with Altis, we get to know you as a candidate and learn what your strengths are. Then, if you’re a solid match, we handle all the logistics, advocating for you as a candidate for the role, providing access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for candidates.
