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Processing Representative

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  • Job
    Full-time
    Entry & Junior Level
  • Business, Operations & Strategy
  • Toronto

Requirements

  • College Diploma preferred (Recent graduates are encouraged to apply) or equivalent work experience
  • Experience in data entry/processing would be an asset.
  • Experience in the financial services industry or a mutual fund company is an asset.
  • Advanced communication skills English (verbal and written) is required
  • Who You Are:
  • Passion for delivering an exceptional client experience
  • Strong desire to learn and grow
  • Thrive in a workplace culture that promotes collaboration, diversity and belonging
  • Flexible and adaptable
  • Analytical and critical thinking skills to solve client problems
  • Embrace new technologies
  • Strong written and verbal communication skills
  • Detail oriented

Responsibilities

  • As a Processing Representative, you will be responsible for the administration of client Registered and Non-Registered account maintenance and transaction execution, as well as client contact and initial problem resolution. Processing Reps are also responsible for the monitoring and reporting of specific product activity and regulatory compliance.
  • You will perform account administration and trade execution of all financial and non-financial transactions on our client’s various mutual fund retail account types.
  • You will contact internal and external clients to ensure timely resolution of not in good order transactions.

FAQs

What are the primary responsibilities of a Processing Representative?

As a Processing Representative, your primary responsibilities include the administration of client Registered and Non-Registered account maintenance, transaction execution, initial problem resolution, and monitoring and reporting of product activity and regulatory compliance. You will also handle account administration and trade execution of various mutual fund retail account types and communicate with clients to ensure timely resolution of transactions that are not in good order.

What qualifications are preferred for this position?

A college diploma is preferred, especially for recent graduates, or equivalent work experience. Experience in data entry/processing and in the financial services industry or a mutual fund company would be considered assets. Additionally, advanced communication skills in English (both verbal and written) are required.

What skills are important for a Processing Representative to possess?

Important skills for a Processing Representative include a passion for delivering exceptional client experiences, a strong desire to learn and grow, analytical and critical thinking skills, flexibility and adaptability, detail orientation, and strong written and verbal communication skills. Embracing new technologies and thriving in a collaborative, diverse, and inclusive workplace culture are also essential.

What kind of training and support can a new Processing Representative expect?

Starting on your first day, you will receive extensive training, resources, and support to build your expertise, skills, and confidence in the role. This includes foundational knowledge of mutual funds and ETFs, as well as training on Fidelity’s products, policies, and procedures. Additionally, your manager will provide ongoing support and feedback to foster your personal and professional growth.

What is the work culture like at the organization?

The organization's work culture is described as award-winning, emphasizing collaboration, diversity, and belonging. It fosters an environment that goes beyond just a job, encouraging employees to thrive and grow in their roles.

Is experience in the financial services industry a requirement for this job?

While experience in the financial services industry or a mutual fund company is an asset, it is not explicitly stated as a requirement. Candidates with a strong desire to learn and grow are encouraged to apply, including recent graduates.

Finance
Industry
10,001+
Employees
1946
Founded Year

Mission & Purpose

At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.

Benefits

  • Commuter benefit program

  • Dependent care flexible spending (FSA)

  • Mental health resources

  • Discount programs for employees

  • Maternity & parental leave

  • On-site health & wellness centers

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