Job Type: Full time

Remote: Hybrid

Manage securities brokerage administration in a hybrid North York position, combining compliance knowledge with Microsoft Office and DocuSign.This Administrator role supports client services, operations, and Portfolio Manager teams across Canada. You will learn business systems, account administration procedures, client reporting, and management-fee processes. The role also involves workflow improvements, service-provider relationships, reconciliations, and compliance with firm standards.Key Responsibilities:Operate systems supporting onboarding, reporting, and management feesOversee account corrections, reconciliation,



and performance inquiriesIdentify workflow improvements and training opportunitiesManage third-party service-provider relationships as requiredParticipate in special projects and escalate issuesRequirements:Three-plus years in Canadian wealth management or brokerageExperience administering client accounts at financial services companiesUnderstanding of investment account compliance regulationsStrong computer skills, including Microsoft Office and DocuSignProactive problem-solving and multitasking under pressureUse brokerage operations, compliance, and systems expertise to strengthen client administration and service across the growing Wealth Management team. #J-18808-Ljbffr

📌 Securities Brokerage Operations Administrator (Toronto)
🏢 YouPotential
📍 Toronto