Advanced knowledge of English jobs

Operations Clerk – Account Opening

iA Financial Group · Posted Nov 9, 2026

Montreal, Quebec, Canada
Hybrid
Contract · Associate

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Process and validate account opening requests, ensuring compliance with KYC, AML, FATCA, and CRS requirements, while providing telephone support to advisors and collaborating with internal teams.

Responsibilities

Review and process account opening requests
Validate required information and documentation
Identify incomplete files and conduct follow‑ups
Ensure compliance with KYC, AML, FATCA and CRS requirements
Support advisors and collaborate with internal teams

Requirements

Relevant education or experience in administration or financial services

Skills

Attention to detail Thoroughness Excellent organizational skills Ability to manage multiple files and priorities Strong communication and teamwork skills Advanced knowledge of English

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