Estates Specialist Bilingual

5 months ago

Toronto, Canada Fidelity Investments Full time

Description

You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

Current work authorization for Canada is required for all openings.

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future. 

Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.

Estates Specialist Bilingual
 

How You’ll Make an Impact:

Position Overview
The Estates Specialist Bilingual role is a position within PIIO in Client Services. This role is primarily responsible for ensuring the timely, accurate and efficient administration of Estate cases in a compliant manner. The role will entail managing Estate documentations, updating client files and records, and responding to daily inquiries by phone or e-mail.

Responsibilities

Provide timely, accurate and efficient processing of Estate items in accordance with pre-established SLA’s (Service Level Agreements) Hold themselves accountable to Fidelity’s clients by correctly applying knowledge of Fidelity’s products, policies, and procedures in the resolution of Estate items Assist the Estates and Specialized Services TM and PIIO Manager with review and resolution of escalated Estate items and related tax issues from team members, clients, and business partner (Internal and External). Offer creative solution on Estate issues, thus adding value to the client experience and creating a positive “Moment of Truth” Continue to foster a culture focused on compliance, regulatory practices, and risk mitigation by staying informed of legislative and regulatory requirements, and applying them in the resolution of Estates items. Contribute to an environment of continuous improvement by participating in Estate and tax related projects. Also participate in other projects as assigned. Work with appropriate business partners to ensure accurate tax reporting of Estate transactions

What We Are Looking For:

Experience

Minimum 2 years related work experience in the mutual fund, financial services or a related industry (required) Minimum 1-year experience working in Estate administration and familiarity with Estate legislation (asset)

Education:

College degree (3-year program) or equivalent work experience Bilingualism in English and French (written & verbal) is required.

Designations, Licenses, or Accreditations

Successful completion of Canadian Investment Funds Course (IFIC) or the Canadian (asset) Securities Course (CSI) Successful completion of the Estate and Trust Administration course (CSI) (asset)

This is the right opportunity for you if you:

Strong computer skills – Excellent knowledge of MS Office Suite (Word, Excel, and PowerPoint) and the Internet Superior customer services skills Strong sense of ownership and follow-up Excellent interpersonal and communication skills (verbal and written) Strong analytical, organization, time management skills and attention to detail Ability to make sound and prudent judgment calls for the resolution of client issues. Works equally well independently and as part of a team, with minimum supervision. Ability to multi-task, work well under pressure and meet deadlines. Strong knowledge of our products, as well as the Canadian Mutual Funds industry Strong French communication skills (written and verbal) (applicable to the bilingual role only)

Some of the ways we’ll help you feel valued and supported as part of our team:

Flexible working arrangements - 100% remote, hybrid, and in office options Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapy Parental leave top-up to 100% of your salary for a period of 25 weeks Up to $650 for home office equipment Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice Diversity and inclusion programs, including an active network of Employee Resource Groups Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation 

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.

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