Bilingual New Accounts Administrator

Aviso

📍 montreal (administrative region), qc, Canada

Full-time Other-General

Job Description

Job Opportunity

We are looking for a Bilingual New Account Administrator to join our Operations team.

Reporting to the Supervisor, Account Opening and Specialized Accounts, the Bilingual New Account Administrator is responsible for the day‑to‑day processing of new and fee‑based accounts in an accurate and timely manner in the CISO (formerly IIROC) Dealer Member Space.

Responsibilities

  • Process new accounts in accordance with service level agreements.
  • Provide administrative support and ensure coverage of our fee‑based lines of business, including ongoing account management in our various fee‑based programs.
  • Ensure compliance with protocol when processing applications, by providing clear and concise notes with relevant and up‑to‑date information from internal and external sources.
  • Ensure documents are in good order and input/update client data.
  • Properly use all relevant systems (Laserfiche, OSM, Dataph...
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