Location: Montreal, QC

Employment Type: Contract, 12 months to start

Work arrangement : Initial 3 months -5 days onsite, after that 3 days from office, 2 days remote

Only candidates legally eligible to work in Canada without the need for visa sponsorship will be contacted

We are currently seeking a Data Administrator to join a financial services team supporting client and counterparty data across multiple operational and trading systems.

This is a great opportunity for someone with a banking operations, securities settlement, static data, client data, or back-office background who enjoys working with data, systems, reconciliations, and multiple stakeholders.

Key Responsibilities

- Set up and maintain client/counterparty information across internal applications and trading systems
- Review daily reconciliations and investigate data discrepancies between systems
- Support client onboarding and maintain electronic platform access
- Process client address and account information updates
- Close inactive client files and accounts in downstream systems
- Monitor and maintain required client documentation and certifications
- Obtain and validate tax certifications, including W-8 and W-9 forms
- Support the collection and processing of Prime Brokerage documentation
- Set up and maintain USD Fed Wire payment templates
- Ensure documentation is properly maintained and available for verification
- Work closely with KYC, Compliance, Tax, Front Office,



Sales/Relationship Management and Operations teams

Requirements

- University degree
- 2+ years of experience within a financial institution
- Experience in Back Office, Securities Operations, Trade Settlement, Static Data, Client Data or related banking operations
- Strong knowledge of Microsoft Office, particularly Excel
- Excellent attention to detail and organizational skills
- Ability to manage multiple priorities and work effectively under time pressure
- Strong written and verbal communication skills in English
- Ability to work independently while contributing effectively within a small team

Nice to Have

- Experience with KYC / client onboarding
- Knowledge of tax certifications such as W-8/W-9
- Experience with banking/trading or payment systems
- Experience with reconciliations and data validation

PlanIT is an equal chance employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided based on qualifications, merit, and business needs.

Disclosure:

This posting represents an active and genuine vacancy with one of Plan IT’s clients and is not intended for speculative or pipeline recruitment. Plan IT and/or its clients may use AI-assisted tools from time to time to support the screening and evaluation of applications; however, these tools do not replace human judgment or decision-making at any stage of the hiring process.

📌 Data Administrator (Montreal)
🏢 PlanIT Search
📍 Montreal