Operations Representative - Toronto, Canada - Fidelity Investments

Fidelity Investments

Verified Company

Toronto, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Job Description

Note:
This role's Dynamic Working is allocated as "Hybrid".

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 - New Accounts will be a valuable addition to FCC's Operations department.

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 nonfinancial 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 notify clients of any deficiencies. You will be responsible for completion of daily tasks and transactions while ensuring compliance with internal and industry regulatory requirements

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).
Strong 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 fastpaced environment.

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 (5th consecutive year) 202
Greater Toronto's Top Employers (9th consecutive year) 202
Canada's Top Family Friendly Employer (4th consecutive year) 202
Imagine Canada, Caring Company
Canada's Top Employer For Young People 202
National HR Awards
Best Corporate Social Responsibility Program Award, Venngo Healthy Workplaces Award

Workplace Benefits Awards