New Accounts Administrator

AGF Investments • Ottawa, Canada

Location Ottawa, Ontario
Job Type Full time
Posted March 17, 2026

Role Description

About the Role:

You will be working with several Portfolio Management team members to provide new Doherty clients with exceptional on-boarding experiences and to process new accounts and transfers documentation from start to finish. You will also assist with account transitions (i.e. internal transfers, Estates, Trusts, some of which are complex due to ownership structure or account type). You bring a client focused mindset to provide a high touch service to each of our clients. This role is a newly created position on the team.

Key responsibilities:

  • Communicating with new and existing clients and assisting them with new account opening documents, answering any questions they may have and following up to obtain information when necessary.
  • Monitoring and follow up current in-coming transfers with custodians.
  • Create and monitor DocuSign new account and transfer envelopes.
  • Update and manage contact management system as nec...

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