Job Description
This is a hybrid role with a mix of remote and in-office working
Current work authorization for Canada is required for all openings.
Who We Are
At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.
Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.
What We Do
The Wealth Administrator oversees daily operational activities, serving as the primary contact for administrative needs and is responsible for reviewing and processing various transaction requests on client accounts in an accurate and timely manner.
The successful candidate must have a strong background in portfolio administration and operations. As a Wealth Administrator, you will oversee various tasks from Fidelity Head Office and clients, while also incorporating the following responsibilities.
How You’ll Make An Impact
- Client Administration
- Prepare and process client documentation, including account applications, forms, prospect letters and other related paperwork using digital tools
- Actively support the implementation of client wealth strategies through detailed and accurate management of portfolio administration tasks and activities
- Record maintenance Update and maintain accuracy of client information in Salesforce CRM and Portfolio Management System
- Operations Support and Reporting
- Liaise with custodian on day-to-day operational matters (Cash management, Account opening, Transfer initiation and monitoring)
- Perform daily reconciliation duties
- Ensure Trade processing is complete and handle Corporate Action processes.
- Work with custodian to resolve trade settlement issues in a timely manner.
- Help onboard new relationship managers & support back-office operations with user setup on systems
- Perform all tasks in accordance with regulatory requirements and adhere to policies and procedures to ensure compliance
- Prepare Ad-hoc reports for clients, relationship managers and management
What You’ll Need
- Strong industry, product, and wealth management procedures knowledge
- Exceptional administrative skills
- Detail-oriented with superior organizational skills and the ability to prioritize tasks
- Team player with the ability to collaborate with cross-functional teams
- Ability to work in a fast-paced, evolving environment crossing multiple channels and/or workstreams
- Enjoys wearing many hats, rolling up sleeves and getting things done
- Bilingual (English and French) would be an asset
- Project Administration
What We’re Looking For
- Completion of a University degree (in Business, Commerce, Finance or related field) or equivalent work experience
- 1-2 years of relevant experience in wealth management operations
- Reconciliation experience and familiarity with Portfolio Management tools
- Broadridge Dataphile experience is an asset
- Completion of CSC and CPH is nice to have
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 FidelityCanadaStaffing@fidelity.ca.
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
- Canada's Top 100 Employers
- Greater Toronto's Top Employers
- Canada's Top Family-Friendly Employers
- Canada's Top Employers for Young People
- Great Place To Work® Certified
- Best Workplaces for Inclusion
- Best Workplaces for Mental Wellness
- Best Workplaces for Today's Youth
- Best Workplaces for Women
- Best Workplaces in Financial Services & Insurance
- Best Workplaces in Ontario
- Best Workplaces with Most Trusted Executive Teams
- LinkedIn Top Companies in Canada
- Human Resource Director (HRD) - Best Place To Work
- HRD - 5-Star Benefit Program
- HRD - 5-Star Diversity & Inclusion Employer
Designations
- Canadian Compassionate Companies – Certified
- Benefits Canada's Workplace Benefits Award - Future of Work Strategy
- TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting
- Canadian HR Reporter's Most Innovative HR Team
