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Student, Operations Opportunities - Fall 2023 Co-Op Term
Company | Fidelity Canada |
Address | Toronto, Ontario, Canada |
Employment type | FULL_TIME |
Salary | |
Category | Financial Services |
Expires | 2023-07-17 |
Posted at | 11 months ago |
- Student, FCC Operations
- Reconciliation of accounts
- Mutual fund and registered products processing
- Day to day administrative duties as assigned
- Student, Dealer Relations
- Certificate processing
- Creating, preparing and analyzing statistical reports
- Settlements of new accounts and transfers
- Support the Sales client experience through the timely and accurate update of account information (using AXIS and Salesforce.com)
- Manage short term database projects and improve efficiencies in the process
- Provide support to the Dealer Relations Representatives and other ad hoc assignments
- Update, research and maintain advisor information and change requests from various business units including Sales, Client Services, Processing, Dealer Relations and external clients
- Work with various teams within Client Services in order to resolve inquires arising from Dealer back office.
- Partner with departments across Fidelity and learn how the back office provides support to those areas
- Keen interest in the financial services industry and capital markets
- You must be currently enrolled in a registered co-op program to be considered for these positions
- You must also be available on a full-time basis for the duration of the co-op term
- Excellent interpersonal skills and a customer service focus
- Working towards a university degree with a concentration in finance, commerce, business, or economics is preferred (ideally completed 1st or 2nd year)
- Being bilingual is an asset for the Dealer Relations role
- Proficiency in MS Excel, MS PowerPoint and MS Word
- Canada's Top 100 Employers 2023 (7th consecutive year)
- Venngo Healthy Workplaces Award Workplace Benefits Awards – Health and Wellness Program
- Greater Toronto's Top Employers 2023 (10th consecutive year)
- Canada's Top Family-Friendly Employers 2023 (7th consecutive year)
- HRDC Best Places to Work 2023
- Canada's Top Employers for Young People 2023
- Great Place to Work (Dec 2022 - Nov 2023)
- Best Workplaces for Women 2023 by Great Place to Work
- A Canadian Compassionate Company
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