Fidelity Clearing Canada seeks an Estates Specialist for a hybrid role managing estate cases. Deliver exemplary service and foster compliance through effective case administration from death notification onwards.
This secondment opportunity requires expertise in estate management, where you will oversee the administration of estate cases, including document review and customer service excellence. Collaboration with various teams ensures timely resolutions, while your input can drive process improvements tailored to client needs. Your proactive engagement will significantly enhance operational service experiences.
Key Responsibilities:
• Manage estate cases through thorough documentation
• Provide exceptional customer service to clients
• Assist in generating estate tax slips




• Collaborate with colleagues to resolve case-related issues
• Suggest improvements for operational processes
Requirements:
• 2-3 years in customer service or operational roles
• Educational background or relevant experience
• Estate & Trust Administration coursework preferred
• Competence in MS Office and problem-solving skills
• Robust attention to detail and organizational abilities
Leverage your skills in estates administration to elevate client satisfaction at Fidelity Clearing Canada.
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📌 Fidelity Clearing Estate Specialist Role (Toronto)
🏢 Fidelity International
📍 Toronto