Financial Services Operations Specialist

1 month ago


Toronto, Ontario, Canada Fidelity Investments Full time

Job Summary

Fidelity Clearing Canada is seeking a skilled Operations Representative to join our team. As a key member of our banking operations team, you will be responsible for ensuring the efficient and accurate movement of funds across our organization.

Key Responsibilities

  • Issue cheques, EFTs, wires, and cheque deposits
  • Process daily cash movements inbound and outbound to FCC
  • Collaborate with internal business units and banks to resolve payment/receipt queries and general cash management issues
  • Monitor funding activity and bank investigations
  • Ensure activities posted to both cash and clearing GL accounts are reviewed and reconciled in a timely manner
  • Respond to audit inquiries and liaise with auditors to confirm bank balances

Requirements

  • Post-secondary program or equivalent experience
  • Minimum of 1 year's full-time experience in the financial services industry, particularly in a banking role
  • Cash management experience is an asset

What We're Looking For

  • Strong knowledge of banking transactions
  • Ability to work in a fast-paced and time-sensitive environment
  • Ability to work with a high degree of accuracy and attention to detail
  • Ability to work well within a team and independently
  • Demonstrated proficiency in problem-solving
  • Good verbal and written communication skills


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