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 prospect 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 improvementsRequirements:- 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 skillsEnhance your operational skills and contribute to client satisfaction at Fidelity Clearing Canada.#J-18808-Ljbffr

📌 Estates Specialist At Fidelity Canada - $28 - $40 An Hour (Winnipeg)
🏢 Fidelity Clearing Canada
📍 Winnipeg