Back Office Administrator

Job summary

Process account requests, fees, reimbursements, transfers, client information updates, and related documentation while reviewing reports and verifying wire transfers. Manage internal inquiries, coordinate approvals and updates, maintain task trackers, and support reporting, tax documentation, and system conversion activities.

Job details

Location: Markham, ON (Hybrid, 2 days onsite per week) Language: Strong written and spoken English required Duration: Contract until March 31, 2027 Background Check Requirements: Criminal record check and employment references required About the Opportunity Are you detail-oriented, organized, and looking to build your experience in financial services? We're seeking two Back Office Administrators to join a collaborative wealth management operations team in Markham. This is a great opportunity for someone with administrative or banking customer service experience who enjoys problem-solving and supporting others. In this role, you'll work closely with financial advisors and operations colleagues to keep daily processes running smoothly. You'll support everything from account administration and fee processing to reporting and internal inquiries, while gaining exposure to different areas of investment operations. What's In It for You • A flexible hybrid work arrangement • A supportive, approachable leadership team that values collaboration and learning. • Hands-on training from experienced team members. • Exposure to a variety of financial operations processes through rotating weekly responsibilities. • An opportunity to strengthen your administrative and financial services experience. Your Responsibilities • You'll process account-related requests, including Group RRSPs, fees, reimbursements, debits, and client information updates. • You'll review operational reports, verify wire transfers, and help maintain accurate financial records. • You'll manage incoming inquiries through a shared operations inbox, supporting financial advisors and internal stakeholders. • You'll coordinate approvals, advisor code updates, account transfers, and documentation with relevant teams. • You'll maintain task trackers, review requests, and ensure processing follows established procedures. • You'll support reporting, tax documentation, and operational system conversion activities. Skills and Qualifications • 1–3 years of administrative, customer service, or operations experience, ideally within banking, wealth management, or financial services. • Basic Microsoft Excel skills, proficiency with Microsoft Office, and familiarity with CRM systems. • Strong attention to detail, organizational skills, and the ability to manage multiple priorities. • Excellent written and verbal English communication skills with a customer-focused approach. • A collaborative attitude, initiative, sound judgment, and willingness to learn new processes. • Post-secondary education or equivalent experience. 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.

What you’ll do

Process account requests, fees, reimbursements, transfers, client information updates, and related documentation while reviewing reports and verifying wire transfers. Manage internal inquiries, coordinate approvals and updates, maintain task trackers, and support reporting, tax documentation, and system conversion activities.

Requirements

Candidates should have 1–3 years of administrative, customer service, or operations experience, ideally in banking, wealth management, or financial services, along with basic Excel skills and proficiency in Microsoft Office. Post-secondary education or equivalent experience, strong English communication, attention to detail, organizational ability, sound judgment, and a collaborative willingness to learn are also expected.

Benefits

• Flexible Hybrid Work Arrangement
• Supportive Leadership
• Hands-On Training
• Exposure to Financial Operations Processes
• Professional Development Opportunity

Listed skills

• Administrative Support · Preferred
• Customer service · Preferred
• Account Administration · Preferred
• Microsoft Excel · Preferred
• Microsoft Office · Preferred
• CRM Systems · Preferred
• Attention to detail · Preferred
• Organization · Preferred
• Prioritization · Preferred
• written communication · Preferred
• Problem solving · Preferred
• Reporting · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Administrative Support
• Customer Service
• Financial Operations
• Account Administration
• Microsoft Excel
• Microsoft Office
• CRM Systems
• Attention to Detail
• Organization
• Prioritization
• Written Communication
• Verbal Communication
• Problem-Solving
• Financial Recordkeeping
• Reporting
• Stakeholder Coordination

Job areas

• Administrative
• Finance & Accounting
• Customer Service & Support

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