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 casesEnsure all required documents are accurate and completeHandle escalations and collaborate with departmentsAssist in the creation of estate tax documentationIdentify areas for process enhancement within the teamRequirements:Experience in operations or customer service for 2-3 yearsKnowledge of estate management preferredRelevant post-secondary education or equivalentStrong organizational and time management skillsProficient in Microsoft Office SuiteBring your expertise in estate management to Fidelity Clearing Canada and elevate client service.

📌 Estates Specialist Fcc (Secondment) - C$28 - C$40 An Hour (Toronto)
🏢 Fidelity Canada
📍 Toronto