Job DescriptionPlease note This is a Fixed-Term Contract / Secondment Opportunity, with an official end date of September 1st, 2027You will be working on a Hybrid office schedule as part of Fidelity's dynamic working arrangement.Current Work Authorization is required for all openings.The work location for this role is 483 Bay Street in Toronto until approximately late 2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.About UsFidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian securities marketplace. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms, Canadian brokerage arms of U.S.-based firms and Canadian portfolio managers. For more information about Fidelity Clearing Canada, please visit https//clearing.Fidelity.Ca/Your OpportunityThe Estates team manages all aspects of Fidelity Clearing Canada responsibilities relevant to estate management. The team is focused on building a culture that marries a focus on compliance, best practices, and risk mitigation with meeting client needs timely and accurately, providing alternatives where applicable. This is your opportunity to join a growing, dynamic and collaborative team at FCC, and to utilize your skills to provide our clients with an excellent operational service experience.What You Will DoAdministration of estate casesAs the Estates Specialist, you will be responsible for the administration of estate cases for our clients. These will vary from managing the initial notification of death, to partial/total estate disbursements, and estate residuals. To ensure accurate processing, appropriate documents need to be requested and reviewed for completeness. Follow up may be required on incomplete documentation, and appropriate alternatives may need to be suggested if required documentation is not available. The estates matrix,



policy/procedures and best practices need to be consistently followed.Customer Service & CollaborationBe a role model for delivering excellent quality customer service interactions to our internal and external customers. Exceed their expectations and create a positive experience. Take ownership of the estate case and collaborate with other departments as needed for each piece of the case. Responsible for timely escalations and provide support to estates related initiatives.Tax related and other topicsAssist with the creation and delivery of estate tax slips. The role also provides backup for estate areas as needed. The role will also get involved with documentation review/update, projects and other tasks as assigned.Continuous improvementIdentify opportunities for process and system enhancements and work with team and leaders to implement them. Research and investigate inquiries and issues that are outside of the norm and bring potential solutions to the table.What We Are Looking For2 - 3 years of experience in operations or customer service processing, ideally in an estates groupWork within the financial industry, an assetPost Secondary Education, or equivalent experienceEstate & Trust Administration course, an assetBilingual, an assetSkills & KnowledgeAccurate and detail orientedExcellent interpersonal and communication skills (verbal and written)Excellent problem-solving skillsStrong analytical, organizational and time management skillsAbility to multi-task, work well under pressure and meet deadlinesProficiency in MS Office (Word, Excel, etc.)In-depth knowledge of estates and related legislation, an assetKnowledge of Broadridge's Dataphile platform, an assetCompetitive Pay for Specialized TalentThis contract role offers a flexible, hourly compensation model that reflects your expertise and the value you bring. The hourly rate ranges from $28.00 to $40.00,



based on experience and qualifications.We offer market-aligned rates that recognize the specialized skills and agility required for this role.We're proud to offer a compensation package that aligns with provincial pay transparency requirements.This posting is for an existing vacancy within our organization.Fidelity Canada is an equal opportunity employerFidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans' status, Aboriginal/Native American status or any other legally-protected ground.Accommodation during the application processFidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at [email protected] telephone inquiries or agencies pleaseWe thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.Why Work at Fidelity?We are proud to be recipients of the followingAwardsCanada's Top 100 EmployersGreater Toronto's Top EmployersCanada's Top Family-Friendly EmployersCanada's Top Employers for Young PeopleGreat Place To Work® CertifiedBest Workplaces for InclusionBest Workplaces for Mental WellnessBest Workplaces for Today's YouthBest Workplaces for WomenBest Workplaces in Financial Services & InsuranceBest Workplaces in OntarioBest Workplaces with Most Trusted Executive TeamsLinkedIn Top Companies in CanadaHuman Resource Director (HRD) - Best Place To WorkHRD - 5-Star Benefit ProgramHRD - 5-Star Diversity & Inclusion EmployerDesignationsCanadian Compassionate Companies – CertifiedBenefits Canada's Workplace Perks Award - Future of Work StrategyTalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in RecruitingCanadian HR Reporter's Most Innovative HR Team

📌 Estates Specialist Fcc (Secondment) (Toronto)
🏢 Fidelity Canada
📍 Toronto