Document Management Representative

Fidelity International; Toronto; Hybrid; CAD 36,000 - 55,000; Full time

Benefits offered by this job

Flexible work arrangements - remote,hy

Group RRSP contributions

Health benefits from day one

Parental leave top-up

Home office equipment allowance

Volunteer days

Training & development opportunities

Job summary

Fidelity Canada is hiring for Document Management Representative to support Transfer Agency Processing. The role is contract-based with an end date of April 30, 2027, and requires rotating shifts 8:00 AM–6:00 PM, Toronto area, with future relocation to Mississauga.

Hybrid options available under Fidelity’s dynamic working arrangement. Responsibilities include preparing documents for imaging, scanning with high-speed OCR, and ensuring accuracy through validation and ASV processes.

Qualifications

• Experience minimum 1-year work experience, preferably in financial services industry.
• Post-secondary degree or equivalent work experience.
• Completion of Canadian Investment Funds Course (CIFC) is an asset.

Responsibilities

• Prepare and scan operational documents for imaging.
• Scan cheque and non-cheque documents using OPEX scanners per procedures.
• Image validation and OCR/ICR processing to ensure accuracy of scanned images.
• Distribute scanned and faxed items using KOFAX and XTRAC workflows.
• Perform authorized signature verification (ASV) via KOFAX tool.
• Follow internal policies, procedures and auditing requirements.
• Contribute to client experience with service excellence and Fidelity values.

Skills

Customer service

Organizational skills

Attention to detail

MS Office

Keyboarding

Verbal and written communication

Mutual funds operations

Education

Post-secondary degree

Tools

KOFAX

XTRAC

OPEX Scanners

Job description

Job Description You will be working on a predefined 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.

Document Management Representative Please note: This role has multiple openings. This is a contract opportunity ending on April 30, 2027. Applicants must be available to work rotating shifts Monday through Friday between 8:00 AM to 6:00 PM. The work location for this role is 483 Bay Street in Toronto until approximately late 2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

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.

Primary Responsibilities

• Ensure accurate and timely preparation of all operational documents for scanning and imaging.
• Ensure scanning of all cheque and non-cheque documents, including barcoded OCR documents, by utilizing OPEX scanners, and fully following all applicable scanning procedures.
• Image validation and scanning of cheque and non-cheque documentation by utilizing high-speed OPEX scanners, including ICR/OCR process, ensuring accuracy and integrity of scanned images.
• Ensure timely and highest quality distribution of all scanned and faxed items (images of the documents) by utilizing KOFAX and XTRAC workflow applications.
• Conduct authorized signature verification process (ASV) by utilizing an applicable KOFAX application.
• 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

Experience Minimum 1-year work experience, preferably in financial services Industry.

Education Post-secondary degree or equivalent work experience.

Designations, Licenses, or Accreditations Completion of Canadian Investment Funds Course (CIFC) is an asset.

The Expertise You Bring

• Business knowledge - Basic understanding of the mutual funds industry, specifically mutual funds operations.
• Strong customer service focus.
• Strong organizational skills with the ability to multitask.
• Ability to work in a fast paced environment with strong attention to detail.
• Good verbal and written communication skills.
• Proficiency in MS Office and strong keyboarding skills.

Competitive Pay for Specialized Talent

The hourly rate ranges from $26.00 to $40.00, based on experience and qualifications. We offer market-aligned rates that recognize the specialized skills and agility required for this role. We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.

Benefits

• 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 $6000 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.

Equal Opportunity Statement

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 [e-mail].

Why Work at Fidelity?

• Canada's Top 100 Employers
• Greater Toronto's Top Employers
• Canada's Top Family-Friendly Employers
• Canada's Top Employers for Young People
• Great Place To Work Certified
• Best Workplaces for Inclusion
• Best Workplaces for Mental Wellness
• Best Workplaces for Today's 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 Designations
• Canadian Compassionate Companies – Certified
• Benefits Canada's Workplace Benefits Award - Future of Work Strategy
• TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
• Canadian HR Reporter's Most Innovative HR Team

About Us

Fidelity Canada has become an employer of choice for talented people seeking rewarding career opportunities in the financial services industry. We look to hire outstanding individuals who want to maximize their potential and be challenged in all aspects of their professional careers. To help our employees excel in their roles at Fidelity, we provide everyone here with the best training, resources and support possible throughout their careers. With our help, there’s no limit to what you can accomplish here. We’re excited you’re considering Fidelity for your career plans.

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