Fidelity Clearing Canada is hiring an Estates Specialist for a hybrid position. Deliver exceptional estate case administration to meet client needs effectively and accurately.

This fixed-term role, ending September 2027, entails managing estate cases efficiently and ensuring compliance with best practices. Your focus will be on delivering high-quality customer service while working collaboratively across teams to meet the operational objectives.

Key Responsibilities: • Oversee administration of various estate cases • Ensure all required documents are accurate and complete • Handle escalations and collaborate with departments • Assist in the creation of estate tax documentation • Identify areas for process enhancement within the team

Requirements: • Experience in operations or customer service for 2-3 years • Knowledge of estate management preferred • Relevant post-secondary education or equivalent • Robust organizational and time management skills • Proficient in Microsoft Office Suite

Bring your expertise in estate management to Fidelity Clearing Canada and elevate client service. #J-18808-Ljbffr

📌 Estates Specialist Role with Fidelity Canada (Winnipeg)
🏢 Fidelity Canada
📍 Winnipeg