Estates Specialist FCC (Secondment)

Fidelity Canada•Mississauga, ON

6d•CA$28 - CA$40•Hybrid

About The Position

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. The Estates team manages all aspects of Fidelity Clearing Canada responsibilities relevant to estate management. 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.

Requirements

2 - 3 years of experience in operations or customer service processing, ideally in an estates group
Work within the financial industry
Post Secondary Education, or equivalent experience
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.)

Nice To Haves

Estate & Trust Administration course
Bilingual
In-depth knowledge of estates and related legislation
Knowledge of Broadridge's Dataphile platform

Responsibilities

Administration of estate cases, including managing the initial notification of death, to partial/total estate disbursements, and estate residuals.
Requesting and reviewing appropriate documents for completeness, following up on incomplete documentation, and suggesting alternatives if required documentation is not available.
Consistently following the estates matrix, policy/procedures, and best practices.
Delivering excellent quality customer service interactions to internal and external customers.
Taking ownership of the estate case and collaborating with other departments as needed.
Responsible for timely escalations and providing support to estates related initiatives.
Assisting with the creation and delivery of estate tax slips.
Providing backup for estate areas as needed.
Involvement with documentation review/update, projects, and other tasks as assigned.
Identifying opportunities for process and system enhancements and working with the team and leaders to implement them.
Researching and investigating inquiries and issues that are outside of the norm and bringing potential solutions to the table.