Support new account administration at Fidelity on a adaptable hybrid schedule in Toronto. Apply analytical skills, risk awareness, and strong 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 transparent client instructions.

Key Responsibilities:
Open and review recent 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
Strong 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 Mississauga (Canada)
🏢 Fidelity Canada
📍 Canada