Bilingual Operations Representative - Registered Education Savings Plan (RESP)

Fidelity International; Toronto; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading financial services firm in Toronto is seeking a Bilingual Operations Representative to manage Registered Education Savings Plan (RESP) services. Candidates should have strong Excel skills and experience in the financial services industry, along with the ability to work independently in a hybrid environment.

Benefits

Awards and recognitions including Canada's Top Employers

Qualifications

• 1-2 years of experience in the financial services industry.
• Familiarity with different account types including Registered Accounts.

Responsibilities

• Manage RESP withdrawals and transfer requests.
• Coordinate monthly grant files from ESDC.
• Reconcile grant payments from ESDC.

Skills

Bilingual (English and French)

Excellent MS Excel skills

Data Entry

Administration Support

Education

Post-secondary education or equivalent work experience

Job description

Overview

Job Description

Current work authorization for Canada is required for all openings.

You will be working on a Hybrid office schedule as part of Fidelitys dynamic working arrangement

What We Do

What We Do :

Fidelity Clearing Canada (FCC) is the 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.

For more information about Fidelity Clearing Canada please visit

Responsibilities

• The Bilingual Operations Representative - Registered Education Savings Plan (RESP ) will have the opportunity to learn about not only our company but also the niche market of clearing custodial and trade execution services.
• The Registered Products team is responsible for settlements with our Trustee RSP and TFSA contributions / deregistrations RESP administration RRIF / LIF payment setup / recurring events RRSP to RRIF rollovers and Pension plan unlocking / administration.
• Processes all RESP withdrawals and transfer requests
• Coordinates the timing and generation of ESDC monthly in / out grant files.
• Reconciles monthly RESP grant payment from ESDC with our system

What We Are Looking For

Education & Experience

• Post-secondary education completed or equivalent work experience
• Minimum of 1 - 2 years of experience in the financial services industry.
• You are familiar with different account types such as Non-Registered Accounts (Cash Margin Joint etc.) as well as Registered Accounts (RRSPs TFSAs RESPs etc).
• Excellent MS Excel skills

Assets

• Knowledge of and / or experience in the brokerage industry
• Completion of or enrolment in a financial services industry program (e.g. CSC)
• Bilingual (verbal and written) in French and English

Expertise You Will Bring

• You are an effective team player and are also able to work independently.
• You have strong written and verbal communicator.
• You have an eye for detail and strong time management skills.
• You are passionate about delivering quality customer service striving to exceed customers expectations.
• You work independently in a fast-paced environment.

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.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation please email us at .

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
• Canadas Top 100 Employers
• Greater Torontos Top Employers
• Canadas Top Family-Friendly Employers
• Canadas Top Employers for Young People
• Great Place To Work Certified
• Best Workplaces for Inclusion
• Best Workplaces for Mental Wellness
• Best Workplaces for Todays Youth
• Best Workplaces for Women
• Best Workplaces in Financial Services & Insurance
• Best Workplaces in Ontario
• Best Workplaces with Most Trusted Executive Teams
• LinkedIn Top Companies in Canada
• Human Resource Director (HRD) - Best Place To Work
• HRD - 5-Star Benefit Program
• HRD - 5-Star Diversity & Inclusion Employer
• Canadian Compassionate Companies Certified
• Benefits Canadas Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporters Most Innovative HR Team

Required Experience

Unclear Seniority

Key Skills

• Data Entry
• Deputy
• Drafting
• Hibernate
• Administration Support
• Activex

Employment Type : Full-Time

Experience : years

Vacancy : 1