Join Fidelity Clearing Canada as an Estates Specialist, handling estate cases in a hybrid work setting. Ensure compliance and provide exceptional service to clients while managing estate processes effectively.

This fixed-term contract role focuses on the administration of estate management, requiring you to support clients from initial death notification through to disbursements. Your responsibilities will include document review, excellent customer service interactions, collaboration with internal teams, and contributing to process improvements. Utilizing your skills will ensure clients receive superior operational services.

Key Responsibilities:
• Administer various estate cases from start to finish
• Deliver high-quality customer service to clients




• Assist with the creation of estate tax slips
• Collaborate with internal departments for case resolutions
• Identify opportunities for process enhancements

Requirements:
• 2-3 years’ experience in operations or customer service
• Post-secondary education or equivalent experience
• Knowledge of estates administration, an asset
• Proficiency in MS Office and analytical skills
• Excellent communication and time management abilities

Utilize your expertise in estate management to provide exceptional service at Fidelity Clearing Canada.
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📌 Estate Management Specialist Fidelity Canada (Ontario)
🏢 Fidelity International
📍 Ontario