Become an Estates Specialist at Fidelity Clearing Canada, working in a hybrid role to oversee estate management cases. Focus on compliance and client engagement to ensure seamless estate administration.

This fixed-term opportunity involves administering estate cases, from the initial notification of death to managing disbursements. You’ll play a critical role in collaborating with teams, ensuring documentation is complete, and maintaining high service standards for clients. Your efforts will contribute to the growth of a supportive and efficient operational setting.

Key Responsibilities:
• Administer all aspects of estate cases for clients
• Deliver outstanding customer service experiences
• Support the preparation of estate tax documents




• Collaborate across departments for case solutions
• Identify and implement process improvements

Requirements:
• 2-3 years of experience in relevant operations
• Relevant post-secondary education preferred
• Familiarity with estate legislation, an asset
• Strong skills in MS Office and communication
• Detail-oriented with strong time management skills

Enhance your operational skills and contribute to client satisfaction at Fidelity Clearing Canada.
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📌 Estates Specialist at Fidelity Canada (Ontario)
🏢 Fidelity International
📍 Ontario