Senior New Accounts Administrator
2 weeks ago
*Contract until October 30, 2026*JOB STATEMENT: Reporting to the Manager, New Accounts, Estates and Registered Products and working in a fast-paced environment, the Senior New Accounts Administrator is responsible for all processes and procedures related to the operation of new accounts. This highly motivated and energetic candidate must ensure all requests and inquires from advisors, clients and head office are processed accurately and in a timely manner according to the established service level agreements and that respective control accounts are reconciled by the established deadlines. RESPONSIBILITIES: Managing day-to-day relationship with internal and external clients;Identifying different types of accounts and updating accordingly based on regulatory requirements;Processing of various account opening types, and NFU’s in a timely manner;Acting as main contact point for advisors and assistant and assist with inquiries and issue resolution;Providing assistance to IA’s and their assistants in terms of documentation requirements when processing rejections for incomplete documentation;Identifying and verifying Data on core system as well analyzing and disseminating all incoming email requests received in the New Account inbox to team members;Monitoring reports for related system bugs related to statements and confirms, correct accounts to avoid statement issues;Updating and maintaining spreadsheets for transitioning advisors;Working on initiatives and identify gaps for process improvement and efficiencies; andHandling other duties as assigned.QUALIFICATIONS: Post-secondary education and/or a minimum of 2 years in New Accounts administration and processing environmentDeep understanding of KYC, NCAF, Fatca/CRS/QI documentation and application to system, along with ensuring compliance to regulationsExcellent communication and organizational skills Excellent attention to detail, and problem solving skills Ability to work independently as well as in a team environment Knowledge of Dataphile, INFORM onboarding systemCOMPENSATION: Commensurate with experience If you are interested in applying for this position, please forward a cover letter and resume in confidence to careers@worldsourcewealth.com. Worldsource is committed to accessibility in employment and to ensuring equal access to employment opportunities for candidates, including persons with disabilities. In compliance with AODA, Worldsource will endeavour to provide reasonable accommodation to persons with disabilities in the recruitment process upon request. If you are selected for an interview and you require accommodation due to disability during the recruitment process, please notify the hiring manager upon scheduling your interview. We thank all applicants for their interest but only those selected for an interview will be contacted.
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Senior New Accounts Administrator
2 weeks ago
Markham, Canada Worldsource Wealth Management Full time3 days ago Be among the first 25 applicants Reporting to the Manager, New Accounts, Estates and Registered Products and working in a fast-paced environment, the Senior New Accounts Administrator is responsible for all processes and procedures related to the operation of new accounts. This highly motivated and energetic candidate must ensure all requests and...
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Senior New Accounts Administrator
2 weeks ago
Markham, Canada Worldsource Wealth Management Full time3 days ago Be among the first 25 applicantsReporting to the Manager, New Accounts, Estates and Registered Products and working in a fast-paced environment, the Senior New Accounts Administrator is responsible for all processes and procedures related to the operation of new accounts. This highly motivated and energetic candidate must ensure all requests and...
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Senior New Accounts Administrator
2 weeks ago
markham, Canada Worldsource Wealth Management Full time*Contract until October 30, 2026*JOB STATEMENT: Reporting to the Manager, New Accounts, Estates and Registered Products and working in a fast-paced environment, the Senior New Accounts Administrator is responsible for all processes and procedures related to the operation of new accounts. This highly motivated and energetic candidate must ensure all requests...
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Senior New Accounts Administrator
2 weeks ago
Markham, Canada Worldsource Wealth Management Full timeContract until October 30, 2026 JOB STATEMENT: Reporting to the Manager, New Accounts, Estates and Registered Products and working in a fast-paced environment, the Senior New Accounts Administrator is responsible for all processes and procedures related to the operation of new accounts. This highly motivated and energetic candidate must ensure all requests...
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Senior New Accounts Administrator
5 days ago
Markham, Ontario, Canada Worldsource Wealth Management Full time*Contract until October 30, 2026*JOB STATEMENT:Reporting to the Manager, New Accounts, Estates and Registered Products and working in a fast-paced environment, the Senior New Accounts Administrator is responsible for all processes and procedures related to the operation of new accounts. This highly motivated and energetic candidate must ensure all requests...
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Senior New Accounts Administrator
3 weeks ago
Markham, ON, Canada Worldsource Wealth Management Full time*Contract until October 30, 2026* JOB STATEMENT: Reporting to the Manager, New Accounts, Estates and Registered Products and working in a fast-paced environment, the Senior New Accounts Administrator is responsible for all processes and procedures related to the operation of new accounts. This highly motivated and energetic candidate must ensure all requests...
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Senior New Accounts Administrator
3 weeks ago
Markham, ON, Canada Worldsource Wealth Management Full time*Contract until October 30, 2026* JOB STATEMENT: Reporting to the Manager, New Accounts, Estates and Registered Products and working in a fast-paced environment, the Senior New Accounts Administrator is responsible for all processes and procedures related to the operation of new accounts. This highly motivated and energetic candidate must ensure all requests...
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Senior New Accounts
2 weeks ago
Markham, Canada Worldsource Wealth Management Full timeA financial services firm located in York Region is seeking a Senior New Accounts Administrator. The role involves managing relationships with clients and processing account requests. A successful candidate will have at least 2 years of relevant experience, a deep understanding of KYC and regulatory requirements, and excellent communication skills. This...
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Senior New Accounts
2 weeks ago
Markham, Canada Worldsource Wealth Management Full timeA financial services firm located in York Region is seeking a Senior New Accounts Administrator. The role involves managing relationships with clients and processing account requests. A successful candidate will have at least 2 years of relevant experience, a deep understanding of KYC and regulatory requirements, and excellent communication skills. This...
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Accounts Payable
1 day ago
Markham, Canada Sienna Senior Living Full timeWe are Sienna Senior Living, a publicly traded company (TSX:SIA) and one of Canada’s leading owners and operators of seniors’ residences. We offer care, support, services and housing in Retirement and Long Term Care to seniors/residents and their families. And we truly believe it is a privilege to serve Canada’s seniors, ensuring they live fulfilling...
