Estates Specialist FCC (Secondment)

Fidelity International; Toronto; On-site; CAD 39,000 - 55,000; Full time

Job summary

Fidelity Clearing Canada is seeking an Estates Specialist on a fixed-term contract with a hybrid office schedule. This role handles administration of estate cases from death notification to disbursements, ensuring documents are complete and coordinating with multiple departments for timely processing.

Applicants typically have 2–3 years in estate operations or customer service, plus post-secondary education. Strong communication and analytical skills are essential.

Qualifications

• 2–3 years of experience in operations or customer service processing, ideally in an estates group.
• Post secondary education or equivalent experience in the financial industry.
• Estate & Trust Administration course is an asset.
• Strong interpersonal and communication skills; detail oriented.

Responsibilities

• Administer estate cases from initial death notification to disbursements and residuals.
• Review documents for completeness; follow up on missing items and propose alternatives.
• Collaborate with other departments to ensure timely case resolution and escalations.
• Identify opportunities for process and system improvements and support initiatives.

Skills

Estate administration

Interpersonal skills

Analytical thinking

Time management

MS Office

Communication

Problem solving

Team collaboration

Education

Post secondary education

Estate & Trust Admin course

Tools

Broadridge Dataphile

MS Office

Job description

Job Description

Fixed-Term Contract / Secondment Opportunity, with an official end date of September 1st, 2027. You will be working on a Hybrid office schedule as part of Fidelity’s dynamic working arrangement. Current Work Authorization is required for all openings. 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.

About us

Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian securities marketplace. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms, Canadian brokerage arms of U.S.-based firms and Canadian portfolio managers. For more information about Fidelity Clearing Canada, please visit https://clearing.fidelity.ca/

Opportunity

The Estates team manages all aspects of Fidelity Clearing Canada responsibilities relevant to estate management. The team is focused on building a culture that marries a focus on compliance, best practices, and risk mitigation with meeting client needs timely and accurately, providing alternatives where applicable. This is your opportunity to join a growing, dynamic and collaborative team at FCC, and to utilize your skills to provide our clients with an excellent operational service experience.

What You Will Do

• Administration of estate cases. As the Estates Specialist, you will be responsible for the administration of estate cases for our clients. These will vary from managing the initial notification of death, to partial/total estate disbursements, and estate residuals. To ensure accurate processing, appropriate documents need to be requested and reviewed for completeness. Follow up may be required on incomplete documentation, and appropriate alternatives may need to be suggested if required documentation is not available. The estates matrix, policy/procedures and best practices need to be consistently followed.
• Customer Service & Collaboration. Be a role model for delivering excellent quality customer service interactions to our internal and external customers. Exceed their expectations and create a positive experience. Take ownership of the estate case and collaborate with other departments as needed for each piece of the case. Responsible for timely escalations and provide support to estates related initiatives.
• Tax related and other topics. Assist with the creation and delivery of estate tax slips. The role also provides backup for estate areas as needed. The role will also get involved with documentation review/update, projects and other tasks as assigned.
• Continuous improvement. Identify opportunities for process and system enhancements and work with team and leaders to implement them. Research and investigate inquiries and issues that are outside of the norm and bring potential solutions to the table.

What We Are Looking For

• 2 - 3 years of experience in operations or customer service processing, ideally in an estates group
• Work within the financial industry, an asset Post Secondary Education, or equivalent experience
• Estate & Trust Administration course, an asset Bilingual, an asset
• Skills & knowledge Accurate and detail oriented Excellent interpersonal and communication skills (verbal and written) Excellent problem-solving skills Strong analytical, organizational and time management skills Ability to multi-task, work well under pressure and meet deadlines Proficiency in MS Office (Word, Excel, etc.) In-depth knowledge of estates and related legislation, an asset Knowledge of Broadridge's Dataphile platform, an asset

Competitive Pay for Specialized Talent. This contract role offers a flexible, hourly compensation model that reflects your expertise and the value you bring. The hourly rate ranges from $28.00 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.

It is an existing vacancy within our organization. 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].