Fidelity Canada
Fidelity Canada
Posted 12 days ago
Mississauga, Ontario
Hybrid
Smart Summary
Responsibilities
The New Accounts Administrator is responsible for opening and reviewing new accounts within the Dataphile environment while ensuring compliance with regulatory requirements. They will also support account lifecycle activities and provide clear communication to clients regarding any account deficiencies.
Qualifications
You have 1-2 years of experience in the financial services industry, with familiarity in various account types like RRSPs, TFSAs, and RESPs. You possess strong MS Excel skills and are an effective team player with excellent attention to detail and customer service orientation.
Must Have Skills for ATS
MS Excel
CSC
Job Description
What We Do:
Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.-based firms. For more information about Fidelity Clearing Canada, please visit https://clearingcanada.fidelity.com/
What You Will Do:
The New Accounts team is responsible for opening and reviewing new accounts into Dataphile environment in a timely manner. You will be responsible in supporting a broad range of account lifecycle and client maintenance activities. This role requires strong analytical skills, risk awareness, and the ability to manage both routine and complex account updates across multiple systems ensuring documents are in good order adhering to internal and regulatory industry requirements. Providing clear instructions to our clients regarding any deficiencies to ensure an Effortless Experience.
What You Need:
The following are assets:
Expertise You Will Bring:
Competitive Pay for Specialized Talent
This contract role offers a flexible, hourly compensation model that reflects your expertise and the value you bring. The hourly rate ranges from $26.00 to $30.00, based on experience and qualifications.
We offer market-aligned rates that recognize the specialized skills and agility required for this role.
We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.
This posting is for an existing vacancy within our organization.
We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.
Fidelity Canada is an equal opportunity employer
Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.
Accommodation during the application process
Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at FidelityCanadaStaffing@fidelity.ca.
No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.
Why Work at Fidelity?
We are proud to be recipients of the following:
Awards
• Canada's Top 100 Employers
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young People
• Great Place To Work® Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today's Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams
• LinkedIn Top Companies in Canada
• Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion Employer
Designations
• Canadian Compassionate Companies – Certified
• Benefits Canada's Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter's Most Innovative HR Team
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