New Accounts Administrator
Hybrid
Core
Opening and reviewing new accounts in the Dataphile environment and supporting account lifecycle and client maintenance activities.
Role type
New Accounts Administrator
Builds
New brokerage accounts and client maintenance records
Domain
Financial services / Clearing and Custody
Required skills
Account lifecycle management, Regulatory compliance, MS Excel, Analytical skills, Risk awareness
Preferred skills
Brokerage industry knowledge, Financial services program certification (e.g., CSC), Bilingual (French/English)
Technologies
Dataphile, MS Excel
Responsibilities
Open and review new accounts, Support account lifecycle and client maintenance, Provide clear instructions to clients regarding document deficiencies, Ensure adherence to internal and regulatory requirements
Seniority
Junior, 1-2 years experience