Financial Services Representative

3 weeks ago


Toronto, Ontario, Canada Fidelity Investments Full time

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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