Senior New Accounts Administrator

4 weeks ago

Markham, Canada Worldsource Wealth Management Full time

3 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 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; and Handling other duties as assigned. QUALIFICATIONS Post‑secondary education and/or a minimum of 2 years in New Accounts administration and processing environment Deep understanding of KYC, NCAF, Fatca/CRS/QI documentation and application to system, along with ensuring compliance to regulations Excellent 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 system COMPENSATION: Commensurate with experience Send cover letter and resume in confidence to 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. Seniority level Associate Employment type Contract Job function Administrative #J-18808-Ljbffr

  • Senior New Accounts Administrator

    4 weeks ago

    Markham, Canada Worldsource Wealth Management Full time

    3 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...

  • Senior New Accounts Administrator

    4 weeks ago

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