Workleader

Fidelity Investments • Covington, KY

27d • Hybrid

About The Position

The Role We are seeking a motivated and detail-oriented individual to join the Inbound Paper Processing team. In this leadership role, you will support multiple Fidelity business units by performing mail receipt, and document processing. Your focus will be on ensuring accuracy, security, and customer satisfaction. As a Workleader, you will guide the team’s daily operations and collaborate with other leads across CTC to meet service level agreements (SLAs) and drive process excellence. The Team The Inbound team plays a critical role in safeguarding customer assets by accurately and efficiently processing incoming transactions. Supporting all Fidelity business units, the team handles all incoming mail transactions. All processing is completed in alignment with internal service goals and regulatory requirements to ensure timely and accurate transaction handling. Note: Fidelity will not provide immigration sponsorship for this position.

Requirements

• Experience in a fast-paced operations environment
• Strong self-motivation and ability to thrive in a team-oriented setting
• Proven ability to manage tasks with accuracy and timeliness
• Excellent verbal and written communication skills
• Strong organizational skills with the ability to prioritize and manage multiple tasks under tight deadlines
• Proficiency in navigating multiple applications and systems
• Working knowledge of Microsoft Office tools (Excel, Outlook, Word, etc.)
• Critical thinking and problem-solving abilities
• High attention to detail and ability to maintain focus for extended periods
• Ability to multitask and collaborate effectively with other team leads

Responsibilities

• Performing mail receipt and document processing
• Ensuring accuracy, security, and customer satisfaction
• Guiding the team’s daily operations
• Collaborating with other leads across CTC to meet service level agreements (SLAs) and drive process excellence
• Assist with the necessary reports and represent the manager or department as needed
• Partnering with fellow Workleaders/Managers to improve processes and meet completion goals across Inbound

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees