Take on a pivotal role at Fidelity Clearing Canada as an Estates Specialist, managing a variety of estate cases while working in a hybrid format. Ensure compliance and superior client experiences through coordinated efforts. Your expertise will contribute to the effective management of estate cases, from initial notifications to complex disbursements. Collaborate with internal teams and clients to ensure adherence to best practices in estate administration.

Your role also involves identifying process improvements for enhanced operational efficiency. Key Responsibilities:

- Administer a range of estate cases following procedures
- Provide outstanding customer service to all stakeholders
- Collaborate with other departments for case support
- Assist with estate tax slip preparation as needed
- Research and implement process improvements Requirements:
- 2-3 years in customer service or operations
- Financial industry experience is advantageous
- Completion of relevant Post Secondary coursework
- Accuracy in documentation and a detail-oriented approach
- Solid skills in MS Office applications Bring your operational expertise and commitment to customer service to Fidelity Clearing Canada in this specialized role.

📌 Hybrid Estates Specialist Role at FCC (Toronto)
🏢 Fidelity International
📍 Toronto