Document Management Representative

Fidelity Canada; Toronto; Hybrid; CAD 40,000 - 70,000; Full time

Job summary

Join a forward-thinking company as a Document Management Representative, where you'll play a crucial role in ensuring the accurate processing of operational documents. This hybrid position allows you to work flexibly while contributing to a team dedicated to delivering exceptional service. You'll engage in various tasks, from document preparation to data validation, all aimed at enhancing client experiences. With a strong emphasis on innovation and inclusivity, this role offers a fantastic opportunity to grow your career in a supportive environment. If you're detail-oriented and thrive in a fast-paced setting, this is the perfect position for you.

Qualifications

• Minimum 1-year experience in financial services preferred.
• Strong customer focus and organizational skills required.

Responsibilities

• Ensure accurate preparation of operational documents for scanning.
• Validate and classify images and data in XTRAC and ABBYY Vantage.

Skills

Customer Focus

Organizational Skills

Attention to Detail

Communication Skills

Multi-tasking

Education

Post-secondary Degree

Canadian Investment Funds Course (CIFC)

Tools

MS Office

XTRAC

ABBYY Vantage

Job description

Job Description

Document Management Representative

Please note:

• Current work authorization for Canada is required for all openings.
• This is a contract/secondment opportunity with a December 31, 2025, end-date.
• You will be working on a hybrid schedule as part of Fidelity’s dynamic working arrangement, with 10 days a month required in the office.
• Applicants must be available to work rotating shifts Monday through Friday between 8:00 AM to 6:00 PM.

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.

How You’ll Make an Impact

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.

The Document Management Representative is responsible for distributing all incoming operational mail, cheques, faxes, emails to all related business units in Fidelity Investments in accordance with the applicable internal/external Service Level Agreements (SLAs). The focus is on quality (accurate data always, low frequency of problems), customer service (interactions that satisfy clients' needs, ability to correct problems quickly) and partnership.

The Document Management Representative maintains continuous document distribution workflow by participating in all stages of the workflow process: preparation of the documents, scanning, image validation/classification and distribution of work items to all business units in the Transfer Agent Operations and Control.

Primary responsibilities:

• Ensure accurate and timely preparation of all operational documents for scanning and imaging.
• 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.
• Image and data validation and classification in XTRAC and ABBYY Vantage
• 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

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

The Expertise You Bring

• Strong customer focus and organizational skills with the ability to multi-task.
• Ability to work in a fast-paced environment with strong attention to detail.
• Advanced written and verbal communication skills.
• Proficiency in MS Office and strong keyboarding skills.

Internal applicants should submit their application by 4:59 PM on Monday, April 21, 2025.

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] .

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

• Canada's Top 100 Employers
o Greater Toronto's Top Employers
o Canada's Top Family-Friendly Employers
o Canada's Top Employers for Young People

• Great Place To Work Certified
o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today's Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

• LinkedIn Top Companies in Canada

• Human Resource Director (HRD) - Best Place To Work
o HRD - 5-Star Benefit Program
o 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