Account Transfers Specialist
3 weeks ago
About the Role:
Fidelity Clearing Canada is seeking a skilled Account Transfers Administrator to join our Operations department. As a key member of our team, you will be responsible for facilitating the transfer of assets into and out of our firm, ensuring seamless execution and timely resolution of any issues that may arise.
Key Responsibilities:
- Process transfer-in and transfer-out requests, reviewing forms and initiating transfers as needed.
- Investigate and resolve rejected transfers, communicating with clients and institutions to ensure timely resolution.
- Reconcile account transfers control accounts daily, ensuring accuracy and attention to detail.
Requirements:
- Post-secondary education or equivalent work experience.
- 1-2 years of experience in the financial services industry, with a strong understanding of account types and financial regulations.
- Excellent MS Excel skills and attention to detail.
Preferred Qualifications:
- Knowledge of the brokerage industry and experience with ATON, Dataphile, Fundserv, CDS, Arrow, and DTCC.
- Bilingual (verbal and written) in French and English.
About Fidelity Clearing Canada:
Fidelity Clearing Canada is a leading independent clearing broker and custodian in the Canadian market, providing trade execution, clearing, custody, and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.-based firms.
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