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 teamRequirements:- Experience in operations or customer service for 2-3 years- Knowledge of estate management preferred- Relevant post-secondary education or equivalent- Solid organizational and time management skills- Proficient in Microsoft Office SuiteBring your expertise in estate management to Fidelity Clearing Canada and elevate client service.#J-18808-Ljbffr

📌 Estates Specialist Fcc (Secondment) (Winnipeg)
🏢 Fidelity Clearing Canada
📍 Winnipeg