Manager Transfer Agent Processing
Manager Transfer Agent Processing
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Job Description
Job Description
You will be working on a predefined hybrid schedule as part of Fidelitys dynamic working arrangement.
Current work authorization for Canada is required for all openings.
At Fidelity weve 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 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 future.
Working 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.
Manager Transfer Agent Processing
How Youll Make an Impact:
Position Overview
The Manager Transfer Agent Processing is responsible for the effective management and leadership
of the Processing function within Client Services including transaction processing quality and
throughput development and maintenance of appropriate controls staff planning and utilization and
process reviews and improvements.
Key Accountabilities
- Manage the daytoday activities of the Transfer Agent Processing department. Work with senior divisional management to make recommendations and implement changes which will enhance productivity reduce risk and generally increase employee performance.
- Oversee the daytoday operations of the department to ensure the management and completion of incoming transactions.
- Development and of departmental goals as well as a contributor to the Client Services business plan.
- Add value to the client experience and support Voice of the Customer program by understanding whats important and recognizing what needs to be done.
- Build solid relationships across Fidelity and within the mutual fund industry
What We Are Looking For:
Experience
- Minimum 5 years of experience in mutual fund industry with strong knowledge of Transfer Agent (required)
- Minimum 3 years experience directly managing people within the financial services industry (required)
Education
- University degree and/or college education or equivalent
Designations Licenses or Accreditations
- Canadian Securities Course (CSC) or IFIC (asset)
The Expertise You Bring:
- Knowledge and understanding of Clients Service Operations and relevant business policies and procedures.
- Business Knowledge/Acumen Budgeting forecasting sensitivity analysis.
- Knowledge of mutual funds including the range of associated services and features.
- Good understanding of the account types used for holding mutual funds (e.g. RRSP LIF/RIF/LRIF RESP TFSA nonregistered etc).
- Knowledge of government regulatory and compliance policy/rules that govern the business.
- People management in particular strong coaching skills. Solid presentation skills to tailor information for a variety of audiences.
- PC literate and working knowledge of proprietary Fidelity applications.
- Excellent planning preparation and organizational skills
- Solid verbal and written communication skills. Excellent interpersonal skills.
- Strong ability to build and maintain relationships with internal key partners.
- Excellent knowledge of FIC mutual fund Operations in particular our client facing services.
- Project management some experience managing projects preferred.
- Customer Service oriented with the ability to build and maintain strong relationships with these clients.
- Proven leadership and management skills.
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:
Manager
Employment Type
Full-Time
