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 setting. 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
- Strong 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.

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