dataphile

Support advisor onboarding at Aviso Wealth through bilingual customer service, Dataphile guidance, and accurate documentation during EST standard hours.As a Bilingual Onboarding Officer, you will manage new advisor onboarding within the Partner and Client Onboarding team. The position requires customer service, attention to detail, process documentation, and...

Support advisor onboarding at Aviso Wealth through bilingual customer service, Dataphile guidance, and accurate documentation during EST standard hours.As a Bilingual Onboarding Officer, you will manage new advisor onboarding within the Partner and Client Onboarding team. The position requires customer service, attention to detail, process documentation, and...

Support new account administration at Fidelity on a flexible hybrid schedule in Toronto. Apply analytical skills, risk awareness, and strong Excel expertise. Fidelity Clearing Canada’s New Accounts team opens and reviews accounts in the Dataphile environment. This contract administrator supports account lifecycle activities, client maintenance, and...

Support new account administration at Fidelity on a flexible hybrid schedule in Toronto. Apply analytical skills, risk awareness, and strong Excel expertise.Fidelity Clearing Canada's New Accounts team opens and reviews accounts in the Dataphile environment. This contract administrator supports account lifecycle activities, client maintenance, and account...

Support new account processing at Aviso Wealth using Dataphile, Laserfiche, and OSM during a six-month Operations assignment. Work EST standard hours.As a New Account Administrator, you will provide administrative support across fee-based lines of business and ongoing account management. You will process applications, update client data, and maintain...

Support new account processing at Aviso Wealth using Dataphile, Laserfiche, and OSM during a six-month Operations assignment. Work EST standard hours. As a New Account Administrator, you will provide administrative support across fee-based lines of business and ongoing account management. You will process applications, update client data, and maintain...

Support new account processing at Aviso Wealth using Dataphile, Laserfiche, and OSM during a six-month Operations assignment. Work EST standard hours.As a New Account Administrator, you will provide administrative support across fee-based lines of business and ongoing account management. You will process applications, update client data, and maintain...

Support new account processing at Aviso Wealth using Dataphile, Laserfiche, and OSM during a six-month Operations assignment. Work EST standard hours. As a New Account Administrator, you will provide administrative support across fee-based lines of business and ongoing account management. You will process applications, update client data, and maintain...

Support new account processing at Aviso Wealth using Dataphile, Laserfiche, and OSM during a six-month Operations assignment. Work EST standard hours. As a New Account Administrator, you will provide administrative support across fee-based lines of business and ongoing account management. You will process applications, update client data, and maintain...

Support new account processing at Aviso Wealth using Dataphile, Laserfiche, and OSM during a six-month Operations assignment. Work EST standard hours. As a New Account Administrator, you will provide administrative support across fee-based lines of business and ongoing account management. You will process applications, update client data, and maintain...

We are looking to hire 2 full-time Senior Business Systems Analyst with specific Mutual Fund or FundServ experience. Book of record experience from Dataphile, ISM, BPS, ADP, IFDS iFast, or FNZ to join our technology teams and business partners to develop a cutting‑edge, next‑generation trade execution system and book of record. We are interested in...

Support new account administration at Fidelity on a flexible hybrid schedule in Toronto. Apply analytical skills, risk awareness, and strong Excel expertise.Fidelity Clearing Canada’s New Accounts team opens and reviews accounts in the Dataphile environment. This contract administrator supports account lifecycle activities, client maintenance, and account...

Salary Range: $50,000.00 To $60,000.00 Annually POSITION OVERVIEW The Compliance Administrator will provide administrative and operational support to the Compliance Department, assisting with the preparation and review of account documentation, trade-related documents, reports, regulatory requests and other operational requirements. The successful...

Salary Range: $50,000.00 To $60,000.00 Annually POSITION OVERVIEW The Compliance Administrator will provide administrative and operational support to the Compliance Department, assisting with the preparation and review of account documentation, trade-related documents, reports, regulatory requests and other operational requirements. The successful...

Aviso Wealth is seeking a Transfers Administrator for a six-month assignment with the Transfers team in Toronto. Reporting to the Supervisor, Transfers, you will process transfers, review approvals, and handle escalations in a fast-paced financial services environment. You should be collaborative, detail oriented, and capable of managing multiple requests...

Salary Range: $50,000.00 To $60,000.00 Annually POSITION OVERVIEW The Compliance Administrator will provide administrative and operational support to the Compliance Department, assisting with the preparation and review of account documentation, trade-related documents, reports, regulatory requests and other operational requirements. The successful...

Richardson Wealth seeks an Onboarding Support Coordinator to lead the planning and execution of onboarding new high net worth Investment Advisor Teams on a national scope. The role sits within the National Sales department, coordinating with Branch Management and internal operations for smooth transitions.Responsibilities include licensing coordination,...

Richardson Wealth seeks an Onboarding Support Coordinator to lead the planning and execution of onboarding new high net worth Investment Advisor Teams on a national scope. The role sits within the National Sales department, coordinating with Branch Management and internal operations for smooth transitions.Responsibilities include licensing coordination,...

Salary Range: $50,000.00 To $60,000.00 Annually POSITION OVERVIEW The Compliance Administrator will provide administrative and operational support to the Compliance Department, assisting with the preparation and review of account documentation, trade-related documents, reports, regulatory requests and other operational requirements. The successful...

Salary Range: $50,000.00 To $60,000.00 AnnuallyPOSITION OVERVIEWThe Compliance Administrator will provide administrative and operational support to the Compliance Department, assisting with the preparation and review of account documentation, trade-related documents, reports, regulatory requests and other operational requirements.The successful candidate...