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    Registered Products Administrator - Toronto, Canada - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Toronto, Canada

    3 weeks ago

    Default job background
    Full time
    Description

    Description

    Please note: This opportunity is a Fixed Term Contract with an official end date of Aug

    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

    What You Will Do

    The Operations Representative - Registered Produts will have the opportunity to learn about not only our company, but also the niche market of clearing, custodial and trade execution services.

    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.

  • Processes all RESP withdrawals and transfer requests
  • Coordinates the timing and generation of ESDC monthly in/out grant files.
  • Reconciles monthly RESP grant payment from ESDC with our system

    • What We Are Looking For:

    Education, Experience:

  • Post-secondary education completed or equivalent work experience
  • Minimum of 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.
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