Financial Services Representative
3 weeks ago
About the Role
We are seeking a skilled Processing Representative to join our team at Fidelity Investments.
Responsibilities
- Administer client Registered and Non-Registered account maintenance and transaction execution.
- Perform account administration and trade execution of all financial and non-financial transactions on our client's various mutual fund retail account types.
- Monitor and report specific product activity and regulatory compliance.
- Contact internal and external clients to ensure timely resolution of not in good order transactions.
Requirements
- College Diploma preferred or equivalent work experience.
- Experience in data entry/processing would be an asset.
- Advanced communication skills in English (verbal and written) are required.
About Fidelity
Fidelity Investments is a privately owned company that offers individuals and institutions a range of trusted investment portfolios and services.
What We Offer
- Competitive total compensation, including company contributions to your group RRSP.
- Comprehensive health benefits that start on your first day, with 100% employer-paid premiums.
Our Culture
We are proud to have been named one of Canada's Top 100 employers for the last five years.
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