Operations Representative - Toronto, Canada - Fidelity International

Fidelity International
Fidelity International
Verified Company
Toronto, Canada

1 month ago

Sophia Lee

Posted by:

Sophia Lee

beBee Recruiter
Description
About the Opportunity


Job Type:
Permanent


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 firms.

For more information about Fidelity Clearing Canada, please visit


What You Will Do:
The Operations Representative - Accounts Transfers will be a valuable addition to FCC's Operations department.

You will begin working in the Account Transfers team:


  • The _Account Transfers team_ is responsible for both the Transferins of Assets into FCC but also for Transferouts of assets leaving our firm. You would become familiar with our electronic deliveries (ATON) and also our manual way of exchanging documents (nonATON). As part of transfers, you will review forms, initiate transfers, followup with institutions on statuses while keeping our clients up to date
  • Investigate the rejected transfers and communicate the issues to our clients for resolution
  • Reconcile the Account Transfers control accounts daily.

What You Need:

  • Postsecondary education or equivalent work experience
  • You have between 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
  • Familiarity with ATON, Dataphile, Fundserv, CDS, Arrow and DTCC

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 fastpaced environment.
Account Transfers
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