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 • Robust analytical and problem-solving abilities • Excellent interpersonal skills for collaboration
Leverage your operations experience and join Fidelity Clearing Canada’s dedicated team. #J-18808-Ljbffr