Use financial services experience and account knowledge at Fidelity Clearing Canada. Work flexibly across hybrid operations while supporting accurate client maintenance.
The New Accounts Administrator helps open and review accounts for Fidelity Clearing Canada, an independent Canadian clearing broker and custodian. You will manage documentation, account updates, and client deficiencies across multiple systems. Robust communication and attention to detail support quality service.
Key Responsibilities:
- Review new accounts for timely Dataphile processing
- Handle account lifecycle and client maintenance activities
- Coordinate updates across multiple systems
- Ensure documents remain in good order
- Provide clients with clear deficiency instructions
Requirements:
- Post-secondary education or equivalent experience
- One to two years of financial services experience
- Knowledge of cash, margin, joint, and registered accounts
- Strong Microsoft Excel capability
- Effective written and verbal communication skills
Apply your financial services knowledge, account expertise, communication, and detail orientation within Fidelity Clearing Canada’s New Accounts team.