Join Fidelity in Toronto as a Mutual Funds Operations Specialist, managing transactions and enhancing client relationships in a hybrid work workplace. Bring your expertise in mutual funds to this vital role.
As part of Fidelity Clearing Canada's Mutual Funds team, you will administer operations transactions to support client demands. This position focuses on the accurate processing of mutual fund settlements while addressing client inquiries efficiently. Your ability to handle complex issues and work collaboratively with teams will enhance operational efficiency.
Key Responsibilities:
• Resolve and reprocess rejected transactions with stakeholders
• Administer systematic withdrawal and contribution plans




• Reconcile cash balances and perform daily settlements
• Ensure compliance with internal controls and audit standards
• Update client account information accurately
Requirements:
• 1-2 years experience in the financial industry
• Community college diploma or equivalent
• Completion of courses like CSC or IFIC preferred
• Strong Microsoft Office skills, especially Excel
• Familiarity with Dataphile and FundSERV systems
Utilize your customer service skills and financial acumen in a rewarding role at Fidelity.
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📌 Fidelity Mutual Funds Operations Specialist (Toronto)
🏢 Fidelity International
📍 Toronto