Hybrid Bilingual New Accounts Administrator

Posted last week

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About the role

  • Process new accounts in accordance with service level agreements
  • Provide administrative support and ensure coverage of our fee-based lines of business, including ongoing account management in our various fee-based programs
  • Ensure compliance with protocol when processing applications, by providing clear and concise notes with relevant and up-to-date information from internal and external sources
  • Ensure documents are in good order and input/update client data
  • Properly use all relevant systems (Laserfiche, OSM, Dataphile) in accordance with company policies and industry regulations
  • Ensure that accounts are properly prepared in accordance with the NAAFs and that transactions are coded correctly according to tax reporting rules
  • Ensure that internal manuals are updated and updated based on changes in company policies, industry regulations, and systems or procedures
  • Communicate with peers and the supervisor about any issues or changes that arise to ensure that all parties are informed
  • Conducts regular cross training to fulfill the learning of all aspects of the processing functions
  • Foster an environment of continuous improvement that sparks idea generation, curiosity and participation in various initiatives
  • Meet or exceed partner and customer expectations in day-to-day relationships, demonstrating an understanding of the impact your work has on partners and customers

Requirements

  • Post-secondary education and/or equivalent experience
  • Minimum of 1-2 years of experience in an administrative capacity, preferably in the mutual fund or financial services industry
  • Successful completion of the Canadian Securities Course (CSC) is an asset
  • Strong knowledge of Microsoft Office (Outlook, Excel, Word)
  • Knowledge and experience of Dataphile is an asset
  • Fluency (written and spoken) in English and French is required to effectively communicate with partners, clients, and colleagues across Canada
  • Ability to work EST standard hours

Benefits

  • Competitive compensation package that rewards and recognizes individual contributions
  • Excellent health, dental and insurance benefits to meet the diverse needs of our employees
  • Generous vacation time, fitness benefit, parental leave top-up options
  • Matching contributions to our retirement program
  • Commitment to the continuous improvement of our staff through learning & development and an education assistance program
  • Regular social events to foster teamwork

Job title

Bilingual New Accounts Administrator

Job type

Experience level

JuniorMid level

Salary

CA$46,000 - CA$55,000 per year

Degree requirement

Postgraduate Degree

Location requirements

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