Description
Join a dedicated team as a New Accounts Specialist in Markham, Ontario, focusing on registered investment products. This hybrid role emphasizes detail and strong communication skills over a contract duration of 6-7 months.
In the financial services sector, you will collaborate with advisors to manage client requests and ensure a smooth onboarding experience. You’ll be responsible for account setup and administration, while also helping improve operational efficiency. This role is perfect for someone who thrives in a client-focused environment and seeks growth in their career.
Key Responsibilities:
• Handle transactions related to registered investment products
• Manage the setup and maintenance of RRSP and TFSA accounts
• Ensure compliance with distribution requirements for RRIF accounts
• Reconcile control accounts and review operational reports
• Respond professionally to inquiries from clients and advisors
Requirements:
• 2+ years of experience in register...
In the financial services sector, you will collaborate with advisors to manage client requests and ensure a smooth onboarding experience. You’ll be responsible for account setup and administration, while also helping improve operational efficiency. This role is perfect for someone who thrives in a client-focused environment and seeks growth in their career.
Key Responsibilities:
• Handle transactions related to registered investment products
• Manage the setup and maintenance of RRSP and TFSA accounts
• Ensure compliance with distribution requirements for RRIF accounts
• Reconcile control accounts and review operational reports
• Respond professionally to inquiries from clients and advisors
Requirements:
• 2+ years of experience in register...
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