Estate Administration Specialist

3 weeks ago


Toronto, Ontario, Canada Fidelity Investments Full time

About the Role:

The Estates Specialist Bilingual role is a position within PIIO in Client Services. This role is primarily responsible for ensuring the timely, accurate and efficient administration of Estate cases in a compliant manner.

Key Responsibilities:

  • Provide timely, accurate and efficient processing of Estate items in accordance with pre-established SLA's (Service Level Agreements)
  • Hold themselves accountable to Fidelity's clients by correctly applying knowledge of Fidelity's products, policies, and procedures in the resolution of Estate items
  • Assist the Estates and Specialized Services TM and PIIO Manager with review and resolution of escalated Estate items and related tax issues from team members, clients, and business partner (Internal and External)
  • Continue to foster a culture focused on compliance, regulatory practices, and risk mitigation by staying informed of legislative and regulatory requirements, and applying them in the resolution of Estates items
  • Contribute to an environment of continuous improvement by participating in Estate and tax related projects

Requirements:

  • Minimum 2 years related work experience in the mutual fund, financial services or a related industry (required)
  • Minimum 1-year experience working in Estate administration and familiarity with Estate legislation (asset)
  • College degree (3-year program) or equivalent work experience
  • Bilingualism in English and French (written & verbal) is required

What We Offer:

  • Flexible working arrangements - 100% remote, hybrid, and in office options
  • Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
  • Comprehensive health benefits that start on your first day, with 100% employer-paid premiums
  • Parental leave top-up to 100% of your salary for a period of 25 weeks
  • Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice

About Fidelity Investments:

Fidelity Investments is a privately owned company that has 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, and we're constantly seeking to find new and better ways to help our clients.



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