Private Wealth Administrative Associate
Private Wealth Administrative Associate
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Job Description
Job Description
Private Wealth Administrative Associate
Please note:
- Current work authorization for Canada is required for all openings.
- This is a regular fulltime role.
- You will be working on a flexible hybrid schedule as part of Fidelitys dynamic working arrangement.
Who We Are:
At Fidelity weve been helping Canadian investors build better financial futures for over 35 offer individuals and institutions a range of trusted investment portfolios and services and were 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 with us means youll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. Youll have a wide range of opportunities to grow and develop your career in an inclusive environment where youll feel valued and supported to be your best both personally and professionally.
Role Overview:
The Private Wealth Administrative Associate is responsible for providing ongoing administrative support for the Private Wealth team. The individual in this position will have a strong attention to details and will focus on accurately completing various ongoing tasks pertaining to supporting the frontend client experience within the Private Wealth business. This will include providing service to Fidelity Private Wealth staff in an efficient and professional manner.
What You Will Do:
Client Documentation
- Ensure accuracy and completeness of client documentation
- Run client reporting on regular frequency
- Quality control all system data
- Ensuring any operational task is kept up to speed with regulations policy & procedure and risk mitigation
Provide Operational Assistance
- Liaise with the Custodian on daytoday operational matters (Account opening Transfer initiation and monitoring client requests reporting)
- Create and manage client requests on the Custodial platform
- Perform all tasks in accordance with regulatory requirements and adhere to policies and procedures to ensure compliance
- Perform other duties as assigned
Provide Support to Private Wealth Team
- Assist with scheduling team meetings and events
- Help onboard new relationship managers & support backoffice operations with user setup on systems
- Act as backup to the Private Wealth Associate
- Learn client servicing with the hopes to progress to Associate Role
What We Are Looking For:
- Experience within Financial Services specifically Private Wealth required
- 1 years of experience in Customer Service/Operations
- Completion of a University Degree or equivalent work experience
- Proficient skills in Microsoft Office Suite
The Expertise You Bring:
- Excellent verbal and written communication skills
- Ability to take initiative and work independently
- Detail oriented with strong organizational skills
- Ability to work in a fastpaced evolving environment crossing multiple channels and/or workstreams
- Bilingual in French/English is an asset
- Interest in automation and efficiency is an asset
Internal Applicants should submit their applications by 4:59 PM on Monday April 15th 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 legallyprotected 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
o Greater Torontos Top Employers
o Canadas Top FamilyFriendly Employers
o Canadas 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 Todays 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 5Star Benefit Program
o HRD 5Star Diversity & Inclusion Employer
Designations
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:
IC
Employment Type
Full-Time
