Join the Estates team at Fidelity Clearing Canada in a hybrid role as an Estates Specialist. Enhance client satisfaction by managing estate cases efficiently and comprehensively.
In this fixed-term role until September 2027, you will handle the administration of estate cases, ensuring accurate documentation and timely follow-ups. The position emphasizes compliance and operational excellence to provide clients with the best service possible.
Key Responsibilities:
• Manage estate cases from notification to disbursement
• Review and follow up on required documentation
• Liaise with clients on estate-related matters
• Assist in documentation updates and process improvements
• Support estate tax slip creation as needed
Requirements:
• Minimum 2 years of relevant experience
• Background in the financial industry is a plus
• Post-secondary education or equivalent experience
• Solid analytical and problem-solving abilities
• Excellent interpersonal skills for collaboration
Leverage your operations experience and join Fidelity Clearing Canada’s dedicated team.
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