Document Management Representative

Job Description Document Management Representative Business Overview Transfer Agency Processing Support is a multi-functional area providing a wide array of services to all divisions of Fidelity Investments. The department consists of 5 distinct teams that support financial and non-financial transaction processing. Responsibilities vary from the receipt and distribution of inbound transaction requests to trade settlement. The Opportunity The Document Management Representative is responsible for distributing all incoming operational mail, cheques and faxes to all related business units in Fidelity Investments in accordance with the applicable internal/external Service Level Agreements (SLAs). The focus is on quality (accurate data always, low frequency of problems), customer service (interactions that satisfy clients' needs, ability to correct problems quickly) and partnership. The Document Management Representative maintains continuous document distribution workflow by participating in all stages of the workflow process: preparation of the documents, scanning, image validation/classification and distribution of work items to all business units in the Transfer Agent Operations and Control. What You Will Do - Ensure accurate and timely preparation of all operational documents for scanning and imaging. - Scanning of cheque and non-cheque documentation by utilizing high-speed OPEX scanners, including ICR/OCR process, ensuring accuracy and integrity of scanned images. - Execute all tasks in full accordance with the internal policies, procedures and auditing requirements. - Execution of all other document management team related tasks as required or assigned by Team Manager. - Add value to the client experience by understanding what's important, recognizing what needs to be done, providing stellar service and taking personal accountability for creating a positive "moment of truth" and demonstrating Fidelity core values. What We’re Looking For - Completion of College Diploma at a minimum is required - Minimum 1-year work experience, preferably in the financial industry - Completion of Canadian Investment Funds Course (CIFC) is an asset The Expertise You Bring - Strong customer focus - Strong organizational skills with the ability to multi-task - Ability to work in a fast-paced environment with strong attention to detail - Good written and verbal communication skills - Proficiency in MS Office and strong keyboarding skills Current work authorization for Canada is required for all openings. All Internal Applicants Fidelity Canada is an equal opportunity employer Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground. No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted. Why Work at Fidelity? We are proud to be recipients of the following: Awards - Canada’s Top 100 Employers (5th consecutive year) 2021 - Greater Toronto’s Top Employers (9th consecutive year) 2021 - Canada’s Top Family Friendly Employer (4th consecutive year) 2021 - Imagine Canada, Caring Company - Canada’s Top Employer For Young People 2021 - National HR Awards - Best Corporate Social Responsibility Program Award, Venngo Healthy Workplaces Award - Workplace Benefits Awards - Health and Wellness Program - Canadian Compassionate Companies Award Designations - A Canadian Compassionate Company - An Imagine Canada Caring Company