Explore a hybrid chance at Fidelity Clearing Canada as an Estates Specialist. Manage estate cases, ensuring accurate and timely client service while complying with best practices.
Fidelity Clearing Canada seeks an Estates Specialist for a fixed-term position until September 2027. This role focuses on administering estate cases, from initial notifications to disbursements. Emphasizing collaboration, you will deliver exceptional service to internal and external clients while following established procedures.
Key Responsibilities:
• Administer a variety of estate cases accurately
• Ensure completeness of required documentation
• Handle client inquiries and escalations diligently
• Collaborate with departments for case resolution
• Assist in creating and delivering estate tax slips
Requirements:
• 2-3 years in operations or customer service
• Experience in estates management is preferred
• Post-secondary education or equivalent
• Knowledge of estate legislation is an asset
• Proficiency in MS Office and communication skills
Utilize your expertise in estate administration to enhance client experiences at Fidelity Clearing Canada.
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