Become an Estates Management Specialist with Fidelity Clearing Canada's hybrid team, focusing on estate administration and enhancing customer experiences. This fixed-term contract ends on September 1st, 2027, and supports clients through complex estate processes.

In this position, you will oversee estate cases, manage documents, and ensure compliance with policies. Your role will involve resolving customer inquiries, providing tax slip assistance, and collaborating across departments to streamline processes. Continuous improvement is key, as you'll proactively identify and implement enhancements in service delivery.

Key Responsibilities:



• Administer wide-ranging estate cases from initiation to resolution • Deliver exceptional service to internal and external clients • Support creation and distribution of estate tax slips • Collaborate with teams for timely case escalations • Research and propose solutions for process issues

Requirements: • 2-3 years of related experience in operations • Familiarity with financial services preferred • Relevant post-secondary education or experience • Knowledge of estate legislation is a plus • Bilingual candidates are preferred

Bring your strong analytical and communication skills to enhance operational excellence at Fidelity Clearing Canada. #J-18808-Ljbffr

📌 Estates Management Specialist at Fidelity (Winnipeg)
🏢 Fidelity Canada
📍 Winnipeg