Our employer partner in Finance & Banking, is currently looking to add an experienced Bilingual New Accounts Administrator to their team!

Job Overview:

They have been helping Canadian investors build better financial futures for over 35 years. They offer individuals and institutions a range of trusted investment portfolios and services - and they’re constantly seeking to find new and better ways to help our clients. As a privately owned company, they boldly embrace innovation in all areas as they continue to grow our business into the future.

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

Key Responsibilities:

• The Bilingual New Accounts Administrator will be a valuable addition to the Operations department. You will begin working in either the New Accounts, or Account Transfers team:

  • The New Accounts team is responsible for opening and reviewing new accounts into Dataphile environment in a timely manner. You will be responsible in supporting a broad range of account lifecycle and client maintenance activities. This role requires strong analytical skills, risk awareness, and the ability to manage both routine and complex account updates across multiple systems ensuring documents are in good order adhering to internal and regulatory industry requirements. Providing clear instructions to our clients regarding any deficiencies to ensure an Effortless Experience.

  • The Account Transfers team is responsible for end-to-end process of Transferring accounts and assets in to out of our firm. As a member of the transfer team, you will review and initiate transfers, follow-up with institutions on status of manual inbound transfers, ensuring assets are accurately deposited (Settlements), and transferring assets and accounts out both electronically and manually (Transfer-out). You would become familiar with electronic (ATON) and manual (non-ATON) deliveries platforms to complete Transfer requests while ensuring documents are in good order adhering to internal and regulatory industry requirements, while providing clear instructions to our clients regarding any deficiencies to ensure an Effortless Experience

Qualifications:

• Post-secondary education or equivalent work experience

• You have between 1 - 2 years’ of experience in the financial services industry.

• Bilingual (verbal and written) in French and English

• You are familiar with different account types such as Non-Registered Accounts (Cash, Margin, Joint etc.) as well as Registered Accounts (RRSPs, TFSAs, RESPs etc).

• Excellent MS Excel skills

The following are assets:

• Knowledge of and/or experience in the brokerage industry

• Completion of, or enrolment in, a financial services industry program (e.g. CSC)

Compensation:

Competitive Pay for Specialized Talent

This contract role offers a flexible, hourly compensation model that reflects

your expertise and the value you bring. The hourly rate ranges from $24 to $38, based on experience and qualifications.

We thank all applicants interested in this opportunity; however, please note that only selected candidates will be contacted regarding next steps.

Recruitment Transparency & Compliance Statement

Jumpstart Refugee Talent advertises Ontario-based employment opportunities in alignment with the Employment Standards Act (ESA) job posting requirements effective January 1, 2026.

As a third-party sourcing organization, Jumpstart reviews publicly advertised postings to support compliance with applicable requirements, including:

• Review of compensation disclosures

• Prohibition on “Canadian experience” requirements

• Disclosure of artificial intelligence use (where applicable)

• Maintenance of posting records for compliance purposes

• Procedures to identify and address potentially fraudulent or misleading job postings

Jumpstart does not conduct hiring or make employment decisions. Employers remain responsible for final recruitment processes and employment determinations.