New Accounts Representative
Location: Markham, Ontario, Hybrid, 2 days on-site
Language: Strong written and spoken English required
Duration: 6-7 months contract
About the Opportunity
Our client in the financial services sector is seeking a detail-oriented New Accounts Representative to join their Registered Plans team. In this fast-paced environment, you will play an important role in supporting the onboarding of new advisors while ensuring a seamless experience for clients and internal stakeholders. Your work will directly contribute to maintaining the integrity, accuracy, and efficiency of registered investment products.
You will collaborate closely with advisors, operations teams, and head office partners to manage requests and ensure inquiries are resolved promptly and accurately. This is an opportunity for someone who thrives in a service-focused role and enjoys being part of a team dedicated to delivering an exceptional client experience.
What’s in it for You
Join a collaborative team where attention to detail and client care are truly valued. You will gain exposure to a range of registered investment products while working alongside experienced professionals who are passionate about delivering high-quality service.
This organization promotes continuous improvement and encourages employees to share ideas that enhance processes and the client experience. If you enjoy a role that blends operational excellence with meaningful teamwork, you will find both challenge and growth here.
Your Responsibilities
You’ll manage client requests and transactions related to registered investment products, ensuring accuracy, compliance, and timely completion.
In this role, you’ll support the administration of RRSP, TFSA, and RRIF accounts, including account setup, maintenance, and updates.
You’ll facilitate the creation and ongoing management of RRIF accounts while ensuring minimum distribution requirements are met.
You’ll administer recurring financial events such as Pre-Authorized Contributions and Systematic Withdrawal Plans.
You’ll reconcile control accounts and review operational reports to ensure balances and documentation meet internal and regulatory standards.
You’ll respond to advisor and client inquiries, providing clear and professional support related to registered products.
You’ll contribute to process improvements and support initiatives that enhance operational efficiency and service delivery.
Skills and Qualifications
2+ years of registered products administrative experience within financial services
Post-secondary education in business, finance, or a related field
Strong communication and organizational skills with a client-focused mindset
Exceptional attention to detail and problem-solving abilities
Proficiency with Microsoft Office, including Word, Excel, and Outlook
Knowledge of client tax reporting related to registered plans
Experience with Dataphile considered an asset
Note from the Hiring Manager
“We’re looking for someone who takes pride in accuracy, enjoys supporting advisors and clients, and is motivated to improve how things work. If you bring curiosity, accountability, and a positive approach to teamwork, you’ll fit right in with our group.”
Why Partner with Altis
If you’ve never worked with a staffing agency before, we make it easy. We work with top employers across Canada who have great jobs to fill, each vetted and verified by our team. When you apply for a job with Altis, we get to know you as a candidate and learn what your strengths are. Then, if you’re a solid match, we handle all the logistics, advocating for you as a candidate for the role, providing access to coaching and connecting you directly with the hiring manager. And rest assured, all our services are free of cost for candidates.
