Corporate Actions and Income Processing Specialist Sr
2 months ago
About the Role:
Fidelity Clearing Canada (FCC) is a leading independent clearing broker and custodian in Canada, providing execution, clearing, custody, and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of global-based firms.
Job Summary:
We are seeking a highly skilled Corporate Actions and Income Processing Specialist Sr to join our team. As a subject matter expert, you will be responsible for processing corporate actions, income, and proxy events for securities held domestically and internationally, in multiple systems.
Key Responsibilities:
- Perform and oversee department transactions, ensuring accurate preparation and processing of corporate action events and entitlements payments.
- Record and process Dividend Reinvestment Plan (DRIP) transactions.
- Process payments for Canadian securities, including physical exchanges for privately held securities and preparing proxy (physical and electronic) to the end client.
- Process complex/high risk transactions that require more touch points in multiple systems.
- Assist in ensuring all announcements pertaining to offers are correct, researching and adjusting any discrepancies.
- Act as a point of contact for procedural and process questions.
- Provide relief for management through assisting on reviewing and overseeing controls of the department to reduce/minimize risk to the firm.
- Act as a subject matter expert through projects to improve efficiency and adapting to changing market standards within the firm.
- Deliver stellar quality customer service interactions to internal and external customers.
- Interact directly with clients and 3rd parties, verbal and written.
- Follow policy and procedure changes to ensure proper controls are maintained.
- Assist in creating procedures to strengthen quality and risk controls.
- Monitor key control reports.
- Participate as a project lead/member/SME for projects, initiatives, and conversions related to the Entitlements Team.
Requirements:
- Completion of Post-Secondary Education, or equivalent work experience.
- More than 5 years of experience in securities/brokerage industry, ideally with a minimum of 3 years in corporate actions and entitlements processing.
- Extensive knowledge of financial transaction processing, settlements, or corporate actions/income.
- Concepts and techniques and reconciliation methodology and standards.
- Knowledge and experience with Dataphile is an asset.
- Completion or enrolment in the Canadian Securities Course (CSC) or the Investment Funds Institute of Canada (IFIC) course is an asset.
What We're Looking For:
- A good working knowledge of trading & operations within the brokerage industry.
- Ability to interact and communicate effectively with various stakeholders and external parties.
- Sound and proven customer service skills.
- Expertise in accuracy and attention to detail.
- Strong analytical thinking.
- Flexibility and adaptability.
- Able to manage multiple priorities.
- Ability to consistently perform in a time-sensitive environment with multiple daily deadlines.
- Extensive experience in problem resolution.
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Toronto, Ontario, Canada Fidelity Investments Full timeJob Title: Corporate Actions and Income Processing Specialist SrAbout the Role:Fidelity Clearing Canada (FCC) is a leading independent clearing broker and custodian in Canada, providing execution, clearing, custody, and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of global-based firms. We are seeking a...
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Toronto, Ontario, Canada Fidelity Investments Full timeJob Title: Corporate Actions and Income Processing Specialist SrAbout the Role:Fidelity Clearing Canada (FCC) is a leading independent clearing broker and custodian in Canada, providing execution, clearing, custody, and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of global-based firms. We are seeking a...
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Toronto, Ontario, Canada Fidelity Investments Full timeJob Title: Corporate Actions and Income Processing Specialist SrAt Fidelity Clearing Canada, we are seeking a highly skilled Corporate Actions and Income Processing Specialist Sr to join our team. As a key member of our Entitlements Team, you will be responsible for ensuring the accurate preparation and processing of corporate action events and entitlements...
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Toronto, Ontario, Canada Fidelity Investments Full timeJob Title: Corporate Actions and Income Processing Specialist SrAbout the Role:Fidelity Clearing Canada (FCC) is a leading independent clearing broker and custodian in Canada, providing execution, clearing, custody, and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of global-based firms. We are seeking a...
-
Toronto, Ontario, Canada Fidelity Investments Full timeJob Title: Corporate Actions and Income Processing Specialist SrAbout the Role:Fidelity Clearing Canada (FCC) is a leading independent clearing broker and custodian in Canada, providing execution, clearing, custody, and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of global-based firms. We are seeking a...
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Toronto, Ontario, Canada Fidelity Investments Full timeAbout the Role:Fidelity Clearing Canada is seeking a highly skilled Corporate Actions and Income Processing Specialist Sr to join our team. As a subject matter expert, you will be responsible for ensuring accurate preparation and processing of corporate action events and entitlements payments.Key Responsibilities:Perform and oversee department transactions,...
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Toronto, Ontario, Canada Fidelity Investments Full timeAbout the Role:Fidelity Clearing Canada is seeking a highly skilled Corporate Actions and Income Processing Specialist Sr to join our team. As a subject matter expert, you will be responsible for ensuring accurate preparation and processing of corporate action events and entitlements payments.Key Responsibilities:Perform and oversee department transactions,...
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Toronto, Ontario, Canada Fidelity Investments Full timeAbout the Role:Fidelity Clearing Canada (FCC) is a leading independent clearing broker and custodian in Canada, providing execution, clearing, custody, and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of global-based firms.Job Summary:We are seeking a highly skilled and experienced Corporate Actions and...
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Toronto, Ontario, Canada Fidelity Investments Full timeAbout the Role:Fidelity Clearing Canada (FCC) is a leading independent clearing broker and custodian in Canada, providing execution, clearing, custody, and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of global-based firms.Job Summary:We are seeking a highly skilled and experienced Corporate Actions and...
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Toronto, Ontario, Canada Fidelity Investments Full timeAbout the Role:Fidelity Clearing Canada (FCC) is a leading independent clearing broker and custodian in Canada, providing execution, clearing, custody, and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of global-based firms.Job Summary:We are seeking a highly skilled Corporate Actions and Income Processing...
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Toronto, Ontario, Canada Fidelity Investments Full timeAbout the Role:Fidelity Clearing Canada (FCC) is a leading independent clearing broker and custodian in Canada, providing execution, clearing, custody, and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of global-based firms.Job Summary:We are seeking a highly skilled Corporate Actions and Income Processing...
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