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. Strong 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 positive 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.