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Processing Representative

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

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.

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