Enhance estate processing quality as an Operations Quality Control Specialist with Fidelity in Toronto. This hybrid role emphasizes compliance, accuracy, and client-focused solutions.

Fidelity Clearing Canada is looking for an experienced proactive Operations Quality Control Specialist to join the Estates team. This role requires a minimum of three years in a client service or operations setting within the financial services industry. You will monitor estate transactions, conduct compliance reviews, and support risk mitigation strategies through effective reporting and process enhancements.

Key Responsibilities:
• Monitor and assess estate processing activities
• Conduct compliance reviews of estate documentation




• Analyze trends in estate processing and recommend improvements
• Maintain quality dashboards and action plans
• Collaborate on training and knowledge development initiatives

Requirements:
• At least 3 years' experience in financial operations
• Preferential experience in estate processing
• Proficiency in Excel for data analysis
• Solid presentation skills for stakeholder communication
• Post-secondary education or equivalent experience

Support operational excellence and superior client satisfaction in your role at Fidelity.
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📌 Quality Control Specialist for Estate Processing (Ontario)
🏢 Fidelity International
📍 Ontario