Financial Services Representative
4 weeks ago
About the Role:
The Registered Dealer Specialist is a key member of our team, responsible for administering registered and non-registered accounts and executing transaction requests for Fidelity's Family Plan; High Net Worth Program; Institutional (DB, DCIO); and Fidelity Corporate accounts.
Key Responsibilities:
- Execute trade requests for various account types, including Family Plan, Private Investment Program, Large Account Pricing Program, Institutional, and Corporate Accounts.
- Process In-Good-Order (IGO) transactions by the end of the same day and communicate Not-In-Good-Order (NIGO) requests within 48 hours of receipt.
- Review Quality Control items for financial transactions and resolve them on the same day.
- Ensure all transactions are processed accurately and efficiently, meeting established standards and targets.
- Act as a mentor and partner with other Fidelity Investments Canada departments to address client queries and achieve case resolution.
Requirements:
- 3-4 years of related work experience in the mutual fund or financial services industry.
- Transaction and/or adjustment processing experience.
- Inbound call inquiries experience.
- Completion of College program or equivalent work experience.
- Strong communication skills in English (written & verbal).
- Canadian Securities Course completion (within the last 3 years or recently registered as a dealing representative).
About Fidelity Investments:
Fidelity Investments is a world leader in mutual funds and ETF management, offering a complete line of products and services to investors through a network of third-party brokers and financial advisors. Our primary goal is to support investment professionals as they seek to prepare their clients' retirement and other significant life goals which demand focused financial management.
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