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 environment.

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 • Solid 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. #J-18808-Ljbffr

📌 Estates Specialist at Fidelity Canada (Winnipeg)
🏢 Fidelity International
📍 Winnipeg