Estates Specialist
Estates Specialist
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Job Description
Job Description
- You will be working on a Hybrid office schedule as part of Fidelitys dynamic working arrangement.
- Current Work Authorization is required for all openings.
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
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:
1) 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.
2) 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.
3) 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.
4) 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 Broadridges Dataphile platform an asset
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 .
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 Family-Friendly 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 - 5-Star Benefit Program
o HRD - 5-Star 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:
Unclear Seniority
Employment Type
Full-Time
