Processing Representative

Fidelity Canada; Toronto; Hybrid; CAD 40,000 - 80,000; Full time

Job summary

Join a forward-thinking company as a Processing Representative, where you will play a vital role in managing client accounts and ensuring seamless transaction execution. This position offers a flexible hybrid work schedule and the chance to be part of a diverse team dedicated to delivering exceptional client experiences. With a strong emphasis on professional development, you will receive extensive training and support to enhance your skills. Enjoy competitive compensation, comprehensive health benefits, and generous time off policies in an inclusive environment that values collaboration and growth. This is an exciting opportunity to contribute to a company that has been recognized as one of Canada's Top 100 employers.

Benefits

Competitive total compensation

Comprehensive health benefits

Parental leave top-up

Home office equipment allowance

Generous time off policy

Diversity and inclusion programs

Professional development opportunities

Qualifications

• Experience in data entry or processing is an asset.
• Advanced communication skills in English are required.

Responsibilities

• Administer client accounts and execute transactions.
• Ensure timely resolution of client issues and transactions.

Skills

Data Entry

Analytical Skills

Communication Skills

Problem Solving

Education

College Diploma

Equivalent Work Experience

Job description

Job 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.

Processing Representative

• Unilingual (English only) positions available.
• Please note all roles require working rotating shifts - Monday through Friday between 8 am and 8 pm EST for our Processing team.

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.

What You Will Do

As a Processing Representative, you will be responsible for the administration of client Registered and Non-Registered account maintenance and transaction execution, as well as client contact and initial problem resolution. Processing Reps are also responsible for the monitoring and reporting of specific product activity and regulatory compliance.

• You will perform account administration and trade execution of all financial and non-financial transactions on our client’s various mutual fund retail account types.
• You will contact internal and external clients to ensure timely resolution of not in good order transactions.

What We Are Looking For

• College Diploma preferred (Recent graduates are encouraged to apply) or equivalent work experience.
• Experience in data entry/processing would be an asset.
• Experience in the financial services industry or a mutual fund company is an asset.
• Advanced communication skills in English (verbal and written) are required.

Who You Are

• Passion for delivering an exceptional client experience.
• Strong desire to learn and grow.
• Thrive in a workplace culture that promotes collaboration, diversity, and belonging.
• Flexible and adaptable.
• Analytical and critical thinking skills to solve client problems.
• Embrace new technologies.
• Strong written and verbal communication skills.
• Detail-oriented.

What You Get

• Starting on your first day, you will receive extensive training, resources, and support that will build your expertise, skills, and confidence to help you succeed in your role. It includes mutual funds and ETF foundational knowledge and training on Fidelity’s products, policies, and procedures.
• Your manager will provide you with ongoing support and feedback to help you grow personally and professionally.
• Our work culture is award-winning. It’s more than just a job here.

Some of the ways we’ll help you feel valued and supported as part of our team:

• 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 $5000 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.

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.