Wealth Administrator

3 weeks ago

Toronto, Canada Fidelity Investments Full time

Description

This is a hybrid role with a mix of remote and in-office working

Who We Are

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.

What We Do

The Wealth Administrator oversees daily operational activities, serving as the primary contact for administrative needs and is responsible for reviewing and processing various transaction requests on client accounts in an accurate and timely manner.

The successful candidate must have a strong background in portfolio administration and operations. As a Wealth Administrator, you will oversee various tasks from Fidelity Head Office and clients, while also incorporating the following responsibilities.

How You’ll Make an Impact

-Operations Support and Reporting

Liaise with custodian on day-to-day operational matters (Cash management, Account opening, Transfer initiation and monitoring)

Perform daily reconciliation duties

Ensure Trade processing is complete and handle Corporate Action processes.

Work with custodian to resolve trade settlement issues in a timely manner.

Help onboard new relationship managers & support back-office operations with user setup on systems

Perform all tasks in accordance with regulatory requirements and adhere to policies and procedures to ensure compliance

Prepare Ad-hoc reports for clients, relationship managers and management

-Client Administration

Prepare and process client documentation, including account applications, forms, prospect letters and other related paperwork using digital tools

Actively support the implementation of client wealth strategies through detailed and accurate management of portfolio administration tasks and activities

Record maintenance: Update and maintain accuracy of client information in Salesforce CRM and Portfolio Management System

What You’ll Need

Strong industry, product, and wealth management procedures knowledge

Exceptional administrative skills

Detail-oriented with superior organizational skills and the ability to prioritize tasks

Team player with the ability to collaborate with cross-functional teams

Ability to work in a fast-paced, evolving environment crossing multiple channels and/or workstreams

Enjoys wearing many hats, rolling up sleeves and getting things done

Bilingual (English and French) would be an asset

Project Administration

What We’re Looking For

Completion of a University degree (in Business, Commerce, Finance or related field) or equivalent work experience

1-2 years of relevant experience in wealth management operations

Reconciliation experience and familiarity with Portfolio Management tools

Broadridge Dataphile experience is an asset

Completion of CSC and CPH is nice to have

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