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Processing Representative

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Fidelity Canada

2mo ago

  • Job
    Full-time
    Entry, Junior, Mid, Senior & Expert Level
  • Toronto
  • Quick Apply

AI generated summary

  • You should have a college diploma or equivalent experience, data entry skills, preferred financial services exposure, and advanced English communication skills. Recent grads encouraged to apply.
  • You will manage account administration, trade execution, and client communication, ensuring timely resolution of transactions and monitoring product activity for compliance.

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

Responsibilities

  • Processing Representative
  • 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.
  • 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.

FAQs

What is the work schedule for the Processing Representative position?

The work schedule involves rotating shifts from Monday to Friday between 8 am and 8 pm EST.

Is this position only for English speakers?

Yes, this position is unilingual, requiring English language skills only.

Are there opportunities for professional development?

Yes, we offer extensive professional development opportunities, including access to over 11,000 training courses and tuition reimbursement.

Is prior experience in the financial services industry required?

While experience in the financial services industry or a mutual fund company is an asset, it is not strictly required.

What type of training will be provided?

Extensive training will be provided on mutual funds, ETFs, Fidelity's products, policies, and procedures starting on your first day.

Are there any benefits related to mental health services?

Yes, comprehensive health benefits include up to $5,000 annually for mental health services and therapy, with 100% employer-paid premiums.

What kind of support can I expect from my manager?

Your manager will provide ongoing support and feedback to help you grow personally and professionally in your role.

Do you offer parental leave?

Yes, we offer parental leave top-up to 100% of your salary for a period of 25 weeks.

Is there a requirement for Canadian work authorization?

Yes, current work authorization for Canada is required for all openings.

What initiatives are in place to support diversity and inclusion?

We have active Employee Resource Groups and various diversity and inclusion programs aimed at fostering a diverse workplace.

Can I apply if I have a disability?

Yes, we welcome applications from people with disabilities and provide accommodations during the application process upon request.

Is there an option for volunteering?

Yes, we have a generous time off policy that includes 2 paid days annually to volunteer at a charity of your choice.

What is the company culture like?

Our work culture is award-winning, emphasizing collaboration, diversity, and belonging, making it more than just a job.

Fidelity Canada

Finance
Industry
1001-5000
Employees
1987
Founded Year

Mission & Purpose

Fidelity Canada provides investment management services, offering a wide range of mutual funds, ETFs, and other financial products to help individuals and institutions achieve their financial goals. Their mission is to build better financial futures by delivering superior investment solutions, backed by in-depth research and expert management. Fidelity is committed to supporting investors with innovative strategies and personalized service, ensuring they can navigate complex markets and grow their wealth with confidence.