Wealth Operations Administrator
Wealth Operations Administrator
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Job Description
Job Description
You will be working on a flexible hybrid schedule as part of Fidelitys dynamic working arrangement.
Current work authorization for Canada is required for all openings.
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.
Fidelity Wealth is a new wealth management service designed to support financial advisors with their succession planning and transition to retirement. Our mission is to help financial advisors achieve their own retirement goals with confidence knowing that their clients will continue to be offered professional financial advice and leading investment management solutions. To learn more about Fidelity Wealth please visit: We Do
The Wealth Operations Administrator plays a vital role in ensuring the smooth day-to-day running of the firms middle office. This role focuses on maintaining accuracy in client account cash balances completing daily reconciliations managing fee processes and supporting managed account operations. The Administrator will work closely with custodians vendors and internal teams to ensure timely resolution of operational items and contribute to process efficiency.
How Youll Make an Impact
Reconciliation
Perform daily reconciliations of client accounts to ensure accuracy of cash balances and holdings.
Investigate discrepancies and resolve outstanding issues with custodian and portfolio management system.
Prepare reconciliation reports and escalate unresolved breaks as needed.
Ensure Trade processing is complete and handle Corporate Action processes.
Administration and Support
Support recurring operational tasks (daily weekly monthly) with accuracy and timeliness.
Liaise with the custodian on day-to-day operational matters.Assist in account set-up in portfolio management system.
Maintain accurate records and support transaction processing across managed accounts.
Coordinate with internal teams for exception management and client service support.
Help onboard new relationship managers & support back-office operations with user setup on systems
Perform all tasks in accordance with regulatory requirements and adhere to policies and procedures to ensure compliance
Stay updated on industry trends regulations and best practices related to financial advisory services to provide input on marketing and client service campaigns
Collaborate with internal and external stakeholders such as operations compliance custody to ensure seamless client service delivery
What Youll Need
Strong industry product and wealth management procedures knowledge
Exceptional administrative skills
Detail-oriented with superior organizational skills and the ability to prioritize tasks
Team player with the ability to collaborate with cross-functional teams
Ability to work in a fast-paced evolving environment crossing multiple channels and/or workstreams
Enjoys wearing many hats rolling up sleeves and getting things done
Bilingual (English and French) would be an asset
Project Administration
What Were Looking For
Completion of a University degree in Business Commerce Finance or related field or equivalent work experience
2-3 years of relevant experience in the wealth management operations space
Reconciliation experience
Familiarity with Harmony. Dataphile uniFide system Salesforce would be an asset
Completion of Canadian Securities Course (CSC)& Conduct & Practice Handbook (CPH) would be 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
