Institutional Coordinator

4 weeks ago

Old Toronto Ontario, CA Fidelity Investments Full time
Job Description:

Institutional Coordinator from the Company Fidelity Investments, located in Toronto, ON, Canada. This job opening is available for job seekers with a Bachelor's Degree.

Job Responsibility:

You will be working on a flexible hybrid schedule as part of Fidelity's dynamic working arrangement. Current work authorization for Canada is required for all openings.

Company Overview: 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.

The Opportunity: The role of the Institutional Coordinator is to act as an integral business partner supporting the activities of the Institutional Client Management team. The role will be responsible for the coordination of the daily operations of the team by providing proactive administrative services.

What You Will Do:
  • Provide administrative support to team members.
  • Manage calendars and coordinate the logistics of virtual and in-person meetings with internal partners and external clients.
  • Book travel, register conference attendees, and complete travel & expense reports.
  • Ensure compliance with the Business Entertainment and Workplace Gifts (BEWG) policy.
  • Coordinate the onboarding of new team members.
  • Prepare presentations and reports, manage databases, and purchase office supplies.
Support of Marketing and Thought Leadership Activities:
  • Coordinate mailing campaigns for Events, including Thought Leadership events, and the distribution of marketing materials.
  • Coordinate logistics for Fidelity events where clients, prospects, and consultants are invited.
Participation in Projects and Ongoing Initiatives:
  • Use Salesforce for account/contact creation, mailings, account segmentation, and report generation.
  • Be a member of the project team working to leverage Salesforce capabilities.
  • Involve in registering client users and troubleshooting issues for our client portal, FidelityView.
  • Create and distribute reporting for clients and consultants.
Market and Company/Organization Research:
  • Conduct research to assist in the prospecting process and improve client interactions.
What We're Looking For:
  • 1+ years of relevant administrative experience.
  • Experience within the financial services industry is an asset.
  • Secondary School/College or University degree with business administration/commerce courses or equivalent work experience.
  • Strong verbal and written communication skills.
  • Ability to organize and prioritize workload in a fast-paced environment.
  • Adaptable to change with keen attention to detail.
  • Strong computer skills in MS Office and experience using a CRM system such as Salesforce.
  • Bilingualism (fluency in English and French) is an asset.

Fidelity Canada is an equal opportunity employer. We are committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified applicants.

Closed Date: 2024-09-16

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