Website Fidelity Investments Canada
What We Do
Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.-based firms.
For more information about Fidelity Clearing Canada, please visit https://clearingcanada.fidelity.com/
What You Will Do
The Registered Products and Mutual Funds Administrator will have the opportunity to learn about not only our company, but also the niche market of clearing, custodial and trade execution services. You will begin working in either the Mutual Funds, or Registered Products team:
The Mutual Funds team is responsible for trading review, corrections and processing directly on Fundserv, Fundserv settlements processing, PAC/SWP/Sweep setup and maintenance, Internal Transfers, Cash and Reinvested dividend processing, Non-Financial updates through Fundserv and Trailer Fee/Commissions processing.
The Registered Products team is responsible for settlements with our Trustee, RSP and TFSA contributions/deregistrations, RESP administration, RRIF/LIF payment setup/recurring events, RRSP to RRIF rollovers, and Pension plan unlocking/administration.
The New Accounts and Account Transfers Administrator will be a valuable addition to FCC’s Operations department. You will begin working in either the New Accounts, or Account Transfers team:
The New Accounts team is responsible for setting up new accounts into FCC’s Dataphile environment in a timely manner. In addition, the role requires updates to Investor Maintenance which entails non-financial updates and also performing quality checks on new accounts that have been system generated and manually input. You will ensure documents are in good order, input/update client data and assist clients in the completion of forms, notifying them of any deficiencies. You will be responsible for completion of daily tasks and transactions while ensuring compliance with internal and industry regulatory requirements
The Account Transfers team is responsible for both the Transfer-ins of Assets into FCC but also for Transfer-outs of assets leaving our firm. You would become familiar with our electronic deliveries (ATON) and also our manual way of exchanging documents (non-ATON). As part of transfers, you will review forms, initiate transfers, follow-up with institutions on statuses while keeping our clients up to date
What You Need
Post-secondary education or equivalent work experience
You have between 1 – 2 years’ of experience in the financial services industry.
You are familiar with different account types such as Non-Registered Accounts (Cash, Margin, Joint etc.) as well as Registered Accounts (RRSPs, TFSAs, RESPs etc).
Excellent MS Excel skills
The following are assets:
Knowledge of and/or experience in the brokerage industry
Completion of, or enrolment in, a financial services industry program (e.g. CSC)
Bilingual (verbal and written) in French and English
Expertise You Will Bring:
You are an effective team player and are also able to work independently.
You have strong written and verbal communicator.
You have an eye for detail and strong time management skills.
You are passionate about delivering quality customer service, striving to exceed customers’ expectations.
You work independently in a fast-paced environment.
Given the current circumstances, employee will be working from home, 100% of time. As working conditions return to normal, they will shift to a hybrid working arrangement.
Fidelity Canada is an equal opportunity employer
Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.
Accommodation during the application process
Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at FidelityCanadaStaffing@fidelity.ca.
No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.
Why Work at Fidelity?
We are proud to be recipients of the following:
Canada’s Top 100 Employers (4th consecutive year) 2020
Greater Toronto’s Top Employers (8th consecutive year) 2020
Canada’s Top Family Friendly Employer (3rd consecutive year) 2020
Imagine Canada, Caring Company
Canada’s Top Employer For Young People
National HR Awards – Best Corporate Social Responsibility Program Award, Venngo Healthy Workplaces Award
Workplace Benefits Awards – Health and Wellness Program
Canadian Compassionate Companies Award
A Canadian Compassionate Company
An Imagine Canada Caring Company
To apply for this job please visit fil.wd3.myworkdayjobs.com.