Senior Representative, Settlement Support
About The Position
As a Senior Representative, Settlement Support member on the Mutual Fund Dividends team, you will use your skills to monitor Mutual Fund Corporate Actions and Distribution events. In the role you will need to conduct analysis to help understand trends, create solutions, and improve processes. There will be opportunities to work across Fidelity and contribute to system development. Operations and Services Group (OSG) provides superior customer service support to Fidelity's brokerage businesses through innovation, dedication and commitment to excellence. The OSG Mutual Funds division is part of Client and Fund Services and provides operational excellence across our Mutual Fund offering (Mutual Fund Product Database, Order Room, Corrections, Transfer of Assets, Dividends and Reconciliation).
Requirements
- Microsoft Excel Efficiency
- College degree
Nice To Haves
- Mutual Fund experience is a plus
Responsibilities
- Assist in systems testing as it related to initiatives, enhancements, and new business functionality
- Processing of daily functions
- Work toward becoming functional SME for all Non-Fidelity Fund processing
- Problem resolution responsibilities
- Research for complicated issues on corporate actions and dividends
- Solid decision-making responsibilities
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
