Estate Operations Specialist
Current work authorization for Canada is required for all openings.
You will be working on a Hybrid office schedule as part of Fidelity’s dynamic working arrangement.
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 https://clearing.fidelity.ca/
The Operations Tax & Estates team manages all aspects of Fidelity Clearing Canada responsibilities relevant to estate management and tax reporting. 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. Provide alternatives where applicable and escalate where appropriate.
3.Tax related and other topics
Assist with the creation and delivery of estate tax slips. The role also provides backup for the tax areas as needed. The role will also get involved with documentation review/update, projects and other tasks as assigned.
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 brokerage industry or a clearing firm, an asset
- University Degree completed, an asset.
- Industry courses such as CSC, 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 Broadridge's Dataphile platform, an asset
- Eager to learn & grow with the team, and with FCC
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 FidelityCanadaStaffing@fidelity.ca.
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.