Accounts Transfers Coordinator

2 weeks ago


Toronto, Ontario, Canada Fidelity Investments Full time

About Fidelity Clearing Canada

Fidelity Clearing Canada (FCC) is a leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody, and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.-based firms.

What We Do

We facilitate the transfer of assets between financial institutions, ensuring seamless and secure transactions. Our team of experts works closely with clients to resolve any issues that may arise during the transfer process.

Job Summary

We are seeking a skilled Accounts Transfers Coordinator to join our Operations department. As a key member of our team, you will be responsible for coordinating the transfer of assets, investigating rejected transfers, and reconciling account control accounts.

Key Responsibilities

  • Coordinate the transfer of assets between financial institutions, ensuring timely and accurate processing.
  • Investigate and resolve issues related to rejected transfers, communicating with clients and financial institutions as needed.
  • Reconcile account control accounts daily, ensuring accuracy and completeness.
  • Collaborate with the Accounts Transfers team to achieve departmental goals and objectives.

Requirements

  • Post-secondary education or equivalent work experience.
  • 1-2 years of experience in the financial services industry.
  • Familiarity with different account types, including non-registered and registered accounts.
  • Excellent MS Excel skills.

Preferred Qualifications

  • Knowledge of and/or experience in the brokerage industry.
  • Completion of, or enrollment in, a financial services industry program (e.g. CSC).
  • Bilingual (verbal and written) in French and English.
  • Familiarity with ATON, Dataphile, Fundserv, CDS, Arrow, and DTCC.

What We Offer

  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive compensation package.


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