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.