Account Transfers Administrator (Contract)
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Job Location:
Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Job Description
Please note : This role is a CONTRACT opportunity until April 30th 2026. Successful candidates will be designated as Hybrid as per Fidelity Canadas Dynamic Working Policy.
Current Work Authorization is required for ALL openings.
What We Do:
Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution clearing custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.-based firms.For more information about Fidelity Clearing Canada please visit You Will Do:
The Account Transfers Administrator will be a valuable addition to FCCs Operations department.
You will begin working in the Account Transfers team:
- The Account Transfers team is responsible for both the Transfer-ins of Assets into FCC but also for Transfer-outs of assets leaving our firm. You would become familiar with our electronic deliveries (ATON) and also our manual way of exchanging documents (non-ATON). As part of transfers you will review forms initiate transfers follow-up with institutions on statuses while keeping our clients up to date
- Investigate the rejected transfers and communicate the issues to our clients for resolution
- Reconcile the Account Transfers control accounts daily.
What You Need:
- Post-secondary education or equivalent work experience
- You have between 1 - 2 years of experience in the financial services industry.
- You are familiar with different account types such as Non-Registered Accounts (Cash Margin Joint etc.) as well as Registered Accounts (RRSPs TFSAs RESPs etc).
- Excellent MS Excel skills
The following are assets:
- Knowledge of and/or experience in the brokerage industry
- Completion of or enrolment in a financial services industry program (e.g. CSC)
- Bilingual (verbal and written) in French and English
- Familiarity with ATON Dataphile Fundserv CDS Arrow and DTCC
Expertise You Will Bring:
- You are an effective team player and are also able to work independently.
- You have strong written and verbal communication.
- You have an eye for detail and strong time management skills.
- You are passionate about delivering quality customer service striving to exceed customers expectations.
- You work independently in a fast-paced environment.
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
Key Skills
- Data Entry
- Adobe Acrobat
- AS400
- EDI
- Microsoft Outlook
- Cloud Architecture
- Microsoft Excel
- Quick Books
- Administrative Experience
- Order Fulfillment
- Project Implementation
- Sales Support
About Company
Fidelity Investments offers Financial Planning and Advice, Retirement Plans, Wealth Management Services, Trading and Brokerage services, and a wide range of investment products including Mutual Funds, ETFs, Fixed income Bonds and CDs and much more.
