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Fidelity International

Investment management and retirement solutions provider

New Accounts Administrator

Office Clerical & RecordsConfirmed live in the last 24 hours
Full-time$26 - $30 /hr

About the Job

Requirements

  • Post-secondary education or equivalent work experience.
  • Between 1 and 2 years of experience in the financial services industry.
  • Familiarity with account types including non-registered accounts (cash, margin, joint) and registered accounts (RRSPs, TFSAs, RESPs).
  • Strong Microsoft Excel skills.

Responsibilities

  • Open and review new accounts in the Dataphile environment in a timely manner.
  • Support account lifecycle and client maintenance activities.
  • Manage routine and complex account updates across multiple systems while ensuring documents are in good order and adhere to internal and regulatory industry requirements.
  • Provide clients with clear instructions regarding deficiencies.

Desired Qualifications

  • Knowledge of or experience in the brokerage industry.
  • Completion of, or enrollment in, a financial services industry program such as the Canadian Securities Course (CSC).
  • Bilingual verbal and written proficiency in French and English.

About the Company

Fidelity International

Investment management and retirement solutions provider

Fidelity International provides investment solutions and retirement expertise for institutions, individuals, and their advisers around the world. It offers a range of investment management services, personal investing platforms, and retirement savings products, using both its own funds and third-party options. Clients access these tools to pursue long-term financial goals, with revenue coming from management and advisory fees. The company integrates sustainability and responsible investing into its operations and investment processes, aiming to deliver long-term, sustainable outcomes for clients. The goal is to help clients build better financial futures and maintain financial health over time.

Company size
5,001-10,000
Company stage
IPO
Headquarters
London, United Kingdom
Founded
1969

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