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

📌 Estates Specialist Role With Fidelity Canada (Toronto)
🏢 Fidelity Canada
📍 Toronto