Publié hier
Investment Administrator
@ Altis
Markham, Ontario
Salaire :
26 $–29 $ de l’heure
Résumé des exigences :
- Background Check Requirement: Criminal record check and employment references
- Youll also have exposure to banking, tax, estates, registered products, and project-based initiatives that help improve the overall client and advisor experience.
- Youll receive training and hands-on exposure to a broad range of wealth management operations, with opportunities to build your knowledge of registered products and financial services…
- Skills and Qualifications
- 2+ years of experience in new accounts administration, financial services, or insurance.
- Post-secondary education, with knowledge or interest in registered investment products.
Source et dates
Site carrière / système de candidatures · careerpage
- Date publiée par l’employeur
- 2026-11-11
- Première détection par notre source
- 2026-11-12
- Mise à jour du dossier source
- 2026-11-12
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Altis
Profil d’entreprise sauvegardé
Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.
Connecting top talent to meaningful work across Canada
Description complète de l’entreprise
Since 1989, Altis has been a Canadian staffing leader and is one of Canada’s largest independent staffing firms, connecting top talent to meaningful work across industries and sectors. More than just your staffing firm, we’re your staffing partner. Our specialized, expert recruiters consult with you to understand your sector and specific talent needs, and then source the most qualified candidates, from entry-level to executive management, at the most competitive rates. Every year, we place more than 4,000 experienced candidates nationwide, fueling our clients’ businesses while building careers worth celebrating.
- Abonnés LinkedIn
- 289 738
- Personnes associées sur LinkedIn
- 269
- Bureaux déclarés
- 102 Bank St, Suite 300, Ottawa, ON K1P 5N4, CA
- 330 Bay Street, Suite 700, Toronto, ON M5H 2S8, CA
- 905 West Pender St, Suite 405, Vancouver, British Columbia V6C 1L6, CA
- Autres noms enregistrés
- Altis
- Spécialités
- staffing
- recruitment
- IT staffing
- F&A staffing
- and Administration & Support staffing
- Le profil indique une agence de recrutement
- Oui
Since 1989, Altis has been a Canadian staffing leader and is one of Canada’s largest independent staffing firms, connecting top talent to meaningful work across industries and sectors. More than just your staffing firm, we’re your staffing partner. Our specialized, expert recruiters consult with you to understand your sector and specific talent needs, and then source the most qualified candidates, from entry-level…
| Champ | Valeur |
|---|---|
| Secteur | Staffing and Recruiting |
| Taille | 51-200 employees |
| Siège social | Ottawa, ON |
| Type d’organisation | Privately Held |
| Fondée en | 1989 |
| Spécialités | staffingrecruitmentIT staffingF&A staffingand Administration & Support staffing |
| Offres sur Jobsy | 415 |
| Voir la page |
Location: Markham, ON, Hybrid, 2 days on-site
Language: English, strong written and spoken communication skills
Duration: Contract until April 30th 2027, with possibility of extension
Background Check Requirement: Criminal record check and employment references
About the Opportunity
Join a collaborative financial services team as a New Accounts Administrator, supporting new account processes and helping ensure requests are handled accurately, efficiently, and within established service levels. Youll work closely with advisors, clients, and internal teams while supporting a transition to a new platform and contributing to day-to-day operational priorities.
This is a great opportunity for someone who enjoys a fast-paced environment, learns technology quickly, and takes pride in providing thoughtful customer service. Youll also have exposure to banking, tax, estates, registered products, and project-based initiatives that help improve the overall client and advisor experience.
Whats In It for You
Youll receive training and hands-on exposure to a broad range of wealth management operations, with opportunities to build your knowledge of registered products and financial services processes. The role offers flexible hybrid work, a collaborative team environment, and potential for contract extension.
Your Responsibilities
Youll support new account opening, transfers, trades, banking requests, and registered products including TFSA, RESP, and RRSPs.
Youll monitor shared inboxes, manage post-conversion requests, and maintain professional communication with advisors, clients, and internal teams.
Youll review documentation and help ensure account information, workflows, and service requests are processed accurately and efficiently.
Youll assist with e-delivery and online access requests, statements, confirmations, and the appropriate routing of account documentation.
Youll collaborate with teams across banking, tax, and estates while tracking outstanding items and following up on processing delays.
Skills and Qualifications
2+ years of experience in new accounts administration, financial services, or insurance.
Post-secondary education, with knowledge or interest in registered investment products.
Strong technology skills, with Dataphile experience considered a strong asset.
Knowledge of Fundserv is an asset.
Excellent communication, organization, attention to detail, and problem-solving skills.
A curious, solution-oriented approach with the initiative to learn quickly and work independently or collaboratively.
Why Partner with Altis
If youve never worked with a staffing agency before, we make it easy. We work with top employers across Canada who have great jobs to fill, each vetted and verified by our team. When you apply for a job with Altis, we get to know you as a candidate and learn what your strengths are. Then, if youre a solid match, we handle all the logistics, advocating for you as a candidate for the role, providing access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for candidates.
Journal
Visible seulement par vous. Conservé sur cet appareil, et dans votre compte une fois connecté.