Administrateur des nouveaux comptes et des transferts de comptes bilingue / New Accounts and Account Transfer Administrator Bilingual
Core
Review and process new account openings and account transfers in both French and English to meet regulatory obligations for Canadian brokerage firms.
Role type
Administrative Operations Specialist (New Accounts & Transfers)
Builds
Account lifecycle management and asset transfer processes for Canadian brokerage firms and US branches
Domain
Financial Services / Securities Clearing
Deliverable
client delivery
Required skills
Bilingual communication (French/English), knowledge of registered and non-registered account types, Microsoft Excel proficiency, regulatory compliance awareness
Preferred skills
Brokerage industry experience, financial services course completion (e.g., CCVM)
Technologies
Dataphile, NELTC platforms
Responsibilities
Open and review new accounts in the Dataphile environment, initiate and track incoming account transfers, settle assets accurately, execute outgoing transfers electronically or manually, provide clear client instructions regarding anomalies
Seniority
Entry to Mid-level, hands-on IC