Corporate Actions and Income Processing Specialist Sr

1 month ago


Toronto, Ontario, Canada Fidelity Investments Full time
Job Title: Corporate Actions and Income Processing Specialist Sr

At Fidelity Clearing Canada, we are seeking a highly skilled Corporate Actions and Income Processing Specialist Sr to join our team. As a key member of our Entitlements Team, you will be responsible for ensuring the accurate preparation and processing of corporate action events and entitlements payments.

Key Responsibilities:

  • Perform and oversee department transactions, including corporate action events and entitlements payments.
  • Record and process Dividend Reinvestment Plan (DRIP) transactions.
  • Process payments for Canadian securities, including physical exchanges for privately held securities.
  • Assist in making sure all announcements pertaining to offers are correct.
  • Act as a point of contact for procedural and process questions.
  • Provide relief for management through assisting on reviewing and overseeing controls of the department.
  • Act as a subject matter expert through projects to improve efficiency and adapting to changing market standards.

Requirements:

  • Completion of Post-Secondary Education, or equivalent work experience.
  • More than 5 years of experience in securities/brokerage industry, ideally with a minimum of 3 years in corporate actions and entitlements processing.
  • Extensive knowledge of financial transaction processing, settlements, or corporate actions/income.
  • Strong analytical thinking and problem-solving skills.
  • Ability to interact and communicate effectively with various stakeholders and external parties.

What We're Looking For:

  • A good working knowledge of trading & operations within the brokerage industry.
  • Ability to manage multiple priorities and consistently perform in a time-sensitive environment.
  • Extensive experience in problem resolution and customer service skills.


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