Our client in the financial services industry is looking for a Senior New Accounts Administrator to join their team for a 10 month contract in Markham. This is a hybrid role that is in office 2 days a week.

The Senior New Accounts Administrator is responsible for managing all processes and procedures related to the opening of new accounts. This role requires a highly motivated and energetic individual who can ensure that all requests and inquiries from advisors, clients, and head office are handled accurately and promptly, in accordance with established service level agreements.

Roles and Responsibilities

• Opening accounts through the digital platform and directing packages to advisors and clients

• Reviewing new accounts for FATCA, CRS, and QI documentation

• Setting up e-delivery and online access for new accounts, including statements and trade confirmations

• Assisting with the onboarding and transition of new advisors to both MFDA and IIROC dealers

• Assisting with NFUs (New Fund Updates) for nominee and client-name accounts

• Handling return mail, applying account restrictions, and notifying advisors as required

• Updating client information according to the type of account

• Ensuring new accounts are opened and transfers are tracked and processed efficiently within established service level agreements

• Performing other duties as assigned

Qualifications and Skills

• Minimum of 3 years of experience in a new accounts administration and processing environment. Strong knowledge of registered accounts. 

• Strong communication and organizational skills

• Exceptional attention to detail and problem-solving abilities

• Ability to work independently and collaboratively within a team

• Knowledge of Dataphile is considered an asset

We appreciate the time and effort all applicants invest in their submissions. Please note that only candidates shortlisted for this role will be contacted directly. However, your profile will remain under consideration for future opportunities that align with your experience and career goals. All qualified applicants will receive fair consideration for employment. We welcome individuals of all backgrounds, experiences, and identities including those who identify as women, members of racialized groups, Indigenous Peoples, persons with disabilities, and 2SLGBTQIA+ communities. If you require an accommodation, please review our accessibility policy and reach out to our accessibility officer with any questions. Our human recruiters review all applications and always make the final hiring decision. On occasion, we also use AI-assisted tools to help review applications.