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 fees
- Oversee account corrections, reconciliation, and performance inquiries
- Identify workflow improvements and training opportunities
- Manage third-party service-provider relationships as required




- Participate in special projects and escalate issues

Requirements:

- Three-plus years in Canadian wealth management or brokerage
- Experience administering client accounts at financial services companies
- Understanding of investment account compliance regulations
- Solid computer skills, including Microsoft Office and DocuSign
- Proactive problem-solving and multitasking under pressure

Use brokerage operations, compliance, and systems expertise to strengthen client administration and service across the growing Wealth Management team.

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