Operations Processing Specialist - Toronto, Canada - Fidelity Investments

Fidelity Investments
Fidelity Investments
Verified Company
Toronto, Canada

2 weeks ago

Sophia Lee

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Sophia Lee

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Description
Job Description


Please note:

  • Current work authorization for Canada is required for all openings.
  • This is a regular, fulltime position.
  • You will be working on a flexible hybrid schedule as part of Fidelity's dynamic working arrangement.
Who We Are

At Fidelity, we've been helping Canadian investors build better financial futures for over 35 years.

We offer individuals and institutions a range of trusted investment portfolios and services - and we're constantly seeking to find new and better ways to help our clients.

As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.


Working with us means you'll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day.

You'll have a wide range of opportunities to grow and develop your career in an inclusive environment where you'll feel valued and supported to be your best - both personally and expertly.

Business Overview


The specialized financial team is a small but meaningful part of the client services department, handling specialized and high-risk financial requests.

This team is composed of senior representatives with experience in processing and knowledge of the financial services industry. The team is also responsible for time sensitive processes critical to everyday business functions within Fidelity.

How You'll Make an Impact


As an Operations Processing Specialist, you will use your strong understanding of TAP (Transfer Agent Processing) policies and procedures to coordinate client account maintenance and implement sophisticated specialized process transactions of registered and non-registered accounts.

Your responsibilities will include but will not be limited to:

  • Provide timely, accurate, and efficient daily account administration and specialized trade execution.
  • Meets predetermined quality and efficiency rates.
  • Trades processed within the standards of established by the department and company.
  • Daily report and settlement responsibilities completed accurately and on time, adhering to deadlines every single day.-
  • In depth knowledge of Fidelity products, policies, and procedures.
  • Strong understanding of National Instrument
  • Support Fidelity values and other job responsibilities.
  • Conducts business in a manner consistent with Fidelity values of integrity, dedication, partnership, and balance.
  • Looks for opportunities for continuous improvement within the department to improve efficiency and reduce risk.
  • Supports new department initiatives through active participation.
  • Make valuable contributions to the client experience by understanding what is important and recognizing what needs to be done.
  • Delivers service with the highest quality to external and internal clients.
  • Demonstrates Fidelity values in daily interactions.
  • Takes intuitive in support of continuous improvement.
  • Delivers service with highest quality to external and internal clients.


What We Are Looking For- Post-secondary degree or equivalent work experience.- Minimum 2+ years of experience within the Financial Services industry.- Strong understanding of TAP (Transfer Agent Processing) policies and procedures related to transaction processing.- Canadian Securities Certificate (CSC) or Canadian Investment Funds Course (IFIC) is an asset.- Bilingualism in French/English would be an asset.


The Expertise You Bring- Excellent customer services skills.- Ability to analyze and identify patterns or connections in problem solving.- Excellent communication skills (verbal and written).- Effective multi-tasker, works well under pressure under deadlines.

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.

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:
Awards

Canada's Top 100 Employers

  • Greater Toronto's Top Employers
  • Canada's Top Family-Friendly Employers
  • Canada's Top Employers for Young People
Great Place To Work Certified- Best Workplaces for Inclusion- Best Workplaces for Mental Wellness Best Workplaces for Today's Youth- Best Workplaces for Women- Best Workplaces in Financial Services & Insurance- Best Workplaces in Ontario- Best Workplaces with Most Trusted Executive Teams

Human Resource Director (HRD) - Best Place To Work

  • HRD 5Star Benefit Program
  • HRD 5Star Diversity & Inclusion Employer


  • Canadian Compassionate Companies

  • Certified
  • Benefits
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