Overview
Processing Representative Senior Jobs in Toronto – Ontario at Fidelity Investments
Title: Processing Representative Senior
Company: Fidelity Investments
Location: Toronto – Ontario
Category: Finance & Banking
Position: Processing Representative Senior )
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.
Processing Representative Senior The position is available in Toronto.
The role requires working rotating shifts – Monday through Friday between 8 am and 8 pm EST for our Processing team.
Business Overview:
The Processing department is responsible for administering all of the financial and non-financial transactions within various tax types received from our mutual fund retail customers. Our goal is to build and maintain an accurate client database. How you’ll make an impact:
Position overview The Processing Representative Sr will serve as a subject matter expert in specialized products to the team and internal partners on a day-to-day basis regarding departmental policies and procedures. This position is for Registered
Education
Savings Plan (RESP).
Key Responsibilities
Processing all incoming financial trade requests including purchases, redemptions, transfers and exchanges as well as non-financial account requests
Responding to technical issues and questions from both internal and external parties around specialized products
Reviewing and enhancing internal documentation used for the processing of specialized products.
Acting as a subject matter expert in specialized tasks and the applicable government products
Participating and representing department in projects that impact daily activities and the specialized products.
Providing high level of customer service to clients and promoting a
customer centric
environment
Performing
quality control
is a required duty.
What We Are Looking For
:
Experience Minimum of 1 year of experience within the mutual fund industry
Preferred operational focus, specifically related to processing
RESP experience preferred
Education:
Completion of 2-year post-secondary
education
…or equivalent work experience Strong
communication skills
in English (verbal & written) (required)
Strong
communication skills
in French (verbal & written) (asset)
Designations, Licenses, or Accreditations Investment Fund Institute Course (IFIC) or Canadian Securities Course (CSC) is an asset.
The expertise you bring:
Strong working knowledge of Mutual Fund industry, regulatory and government rules and r…
