Support new account administration at Fidelity on a flexible hybrid schedule in Toronto. Apply analytical skills, risk awareness, and solid Excel expertise.

Fidelity Clearing Canada’s New Accounts team opens and reviews accounts in the Dataphile environment. This contract administrator supports account lifecycle activities, client maintenance, and account updates across multiple systems. The work requires accurate documentation and clear client instructions.

Key Responsibilities:

- Open and review new accounts in Dataphile
- Support account lifecycle and client maintenance activities
- Manage routine and complex account updates across systems
- Verify documents meet internal and regulatory requirements
- Explain deficiencies clearly to clients

Requirements:

- Post-secondary education or equivalent work experience
- One to two years in financial services
- Familiarity with registered and non-registered account types
- Solid Microsoft Excel skills
- Current Canadian work authorization required

Bring account administration, analytical judgment, risk awareness, and client communication skills to Fidelity’s Toronto-based hybrid contract.

📌 New Accounts Administrator Toronto (Canada)
🏢 Fidelity Canada
📍 Canada