Operations Representative - Account Transfers

What We Do

Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.-based firms. For more information about Fidelity Clearing Canada, please visit https//clearingcanada.fidelity.com/

What You Will Do

The Operations Representative - Accounts Transfers will be a valuable addition to FCC's Operations department.

You will begin working in the Account Transfers team

• Investigate the rejected transfers and communicate the issues to our clients for resolution
• Reconcile the Account Transfers control accounts daily.
• The Account Transfers team is responsible for both the Transfer-ins of Assets into FCC but also for Transfer-outs of assets leaving our firm. You would become familiar with our electronic deliveries (ATON) and also our manual way of exchanging documents (non-ATON). As part of transfers, you will review forms, initiate transfers, follow-up with institutions on statuses while keeping our clients up to date

What You Need

• You are familiar with different account types such as Non-Registered Accounts (Cash, Margin, Joint etc.) as well as Registered Accounts (RRSPs, TFSAs, RESPs etc).
• Excellent MS Excel skills
• Post-secondary education or equivalent work experience
• You have between 1 - 2 years’ of experience in the financial services industry.

The following are assets

• Knowledge of and/or experience in the brokerage industry
• Completion of, or enrolment in, a financial services industry program (e.g. CSC)
• Bilingual (verbal and written) in French and English
• Familiarity with ATON, Dataphile, Fundserv, CDS, Arrow and DTCC

Expertise You Will Bring

• You work independently in a fast-paced environment.
• You have an eye for detail and strong time management skills.
• You are passionate about delivering quality customer service, striving to exceed customers' expectations.
• You are an effective team player and are also able to work independently.
• You have strong written and verbal communication.

Fidelity Canada is an equal opportunity employer

Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.

Accommodation during the application process

Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at [email protected].

No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.

Why Work at Fidelity?

We are proud to be recipients of the following

Awards

• Greater Toronto's Top Employers 2023 (10th consecutive year)
• HRDC Best Places to Work 2022
• Canada's Top Family-Friendly Employers 2023 (7th consecutive year)
• Venngo Healthy Workplaces Award Workplace Benefits Awards – Health and Wellness Program
• Canada's Top 100 Employers 2023 (7th consecutive year)
• Canada's Top Employers for Young People 2023

Designations

• Best Workplaces for Women 2023 by Great Place to Work
• Great Place to Work (Dec 2022 - Nov 2023)
• A Canadian Compassionate Company