Multilingual Estate Administration Specialist

5 days ago


Toronto, Ontario, Canada Fidelity Investments Full time
Job Summary

We are seeking a highly skilled and experienced Multilingual Estate Administration Specialist to join our team at Fidelity Investments. As an integral part of our Client Services department, this role will be responsible for ensuring the timely, accurate, and efficient administration of Estate cases in a compliant manner.

Key Responsibilities:
  • Process Estate items efficiently, adhering to established Service Level Agreements (SLAs).
  • Utilize knowledge of Fidelity's products, policies, and procedures to resolve Estate items effectively.
  • Collaborate with the Estates and Specialized Services Manager to review and resolve escalated Estate items and related tax issues.
  • Maintain a culture focused on compliance, regulatory practices, and risk mitigation by staying informed of legislative and regulatory requirements.
  • Participate in Estate-related projects and contribute to a culture of continuous improvement.
Requirements:
  • Minimum 2 years of experience in mutual fund, financial services, or a related industry.
  • At least 1 year of experience working in Estate administration and familiarity with Estate legislation.
  • College degree or equivalent work experience.
  • Bilingualism in English and French (written and verbal) is required.
Benefits:
  • Competitive total compensation, including company contributions to your group RRSP.
  • Comprehensive health benefits with 100% employer-paid premiums, including mental health services and therapy.
  • Parental leave top-up to 100% of your salary for 25 weeks.
  • Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice.
  • Diversity and inclusion programs, including an active network of Employee Resource Groups.

We offer a dynamic working arrangement, flexible working hours, and extensive professional development opportunities, including access to over 11,000 training courses and tuition reimbursement. Our commitment to fostering a compassionate, people-centric culture has earned us recognition as one of Canada's Top 100 Employers for five consecutive years. We estimate the salary range for this position to be between $60,000 to $80,000 per annum, depending on experience and qualifications.



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