Operations Representative
1 week ago
Job Description
- Job Description
- Who We are:
- Fidelity Investments is a world leader in mutual funds and ETF management. We pride ourselves in proprietary and disciplined research-driven investing. We offer a complete line of products and services to investors through a network of third-party brokers and financial advisors. Our primary goal is to support investment professionals as they endeavour to prepare their clients’ retirement and other significant life goals which demand focused financial management- Purpose of Role:
- The Operations Representative delivers stellar service to internal and external clients by administering a full range of operations transactions associated with various departments within Fidelity Clearing Canada (FCC) such as, settlements, new accounts, account transfers, registered products, credit, treasury and mutual funds, control services, etc. This team ensures daily tasks and complex issues are processed in a timely and accurate fashion while adhering to policies, procedures, and regulatory guidelines. This role works under moderate supervision and is responsible for completing daily work volumes within assigned scope of responsibility. Our FCC Banking team settles cash transactions that are issued to and from Fidelity. They are responsible for the processing of various debits and credits into the appropriate accounts. Reconciliation activities make up a significant component of this role. This role reports to the Manager of Operations.- What You Will Do:- Processes transactions and service client needs as per the performance expectations and measures of the department.
- Deliver stellar quality customer service interactions to our internal and external customers to exceed their expectations and create a positive experience. Provide what was promised, dependably and accurately and in a timely manner.
- Work with various vendors to obtain the required information when investigating specific cases and in need for further detail to support a response to our introducing brokers, clients, and internal partners.
- Follow policies and procedures to ensure compliance with our regulatory requirements. Minimize risk to the business by escalating issues to management
- Using continuous improvement methodologies, continually searches for and takes initiative to improve and/or eliminate ineffective processes to improve customer service or gain efficiencies- The Expertise You Bring:- Strong knowledge of various back-office processing Knowledge of compliance rules and regulations
- Effective team player Adept at problem solving and the ability to handle a variety of tasks simultaneously & efficiently
- Takes Initiative, good judgment and attention to detail are required in ensuring timely resolution with mínimal exposure
- Strong planning and time management skills
- Solid computer skills including Excel
- Sound knowledge of Canadian brokerage practices, debt and equity markets, and investment industry regulations- What We Are Looking For:- Experience 1 to 2 years’ experience in operations and/or client services roles within the financial services industry, preferably in brokerage, and/or in the correspondent clearing and custody business.
- Broadridge Dataphile knowledge is an assetFidelity 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) 2021
- Greater Toronto’s Top Employers (9th consecutive year) 2021
- Canada’s Top Family Friendly Employer (4th consecutive year) 2021
- Imagine Canada, Caring Company
- Canada’s Top Employer For Young People 2021
- National HR Awards - Best Corporate Social Responsibility Program Award, Venngo Healthy Workplaces Award
- Workplace Benefits Awards - Health and Wellness Program
- Canadian Compassionate Companies Award
Designations
- A Canadian Compassionate Company
- An Imagine Canada Caring Company
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