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 enddate.
• You will be working on a hybrid schedule as part of Fidelitys 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 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.

How Youll Make an Impact

Transfer Agency Processing Support is a multifunctional area providing a wide array of services to all divisions of Fidelity Investments. The department consists of 5 distinct teams that support financial and nonfinancial 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 noncheque documentation by utilizing highspeed 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.
• of all other document management team related tasks as required or assigned by Team Manager.
• Add value to the client experience by understanding whats 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 Were Looking For

• Postsecondary degree or equivalent work experience.
• Minimum 1year 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 multitask.
• Ability to work in a fastpaced 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 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