Current work authorization for Canada is required for all openings.
You will be working on a Hybrid office schedule as part of Fidelity’s dynamic working arrangement.
About Us
Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian securities marketplace. We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms, Canadian brokerage arms of U.S.-based firms and Canadian portfolio managers. For more information about Fidelity Clearing Canada, please visit https//clearing.fidelity.ca/
Your Opportunity
The Operations Tax & Estates team manages all aspects of Fidelity Clearing Canada responsibilities relevant to estate management and tax reporting. The team is focused on building a culture that marries a focus on compliance, best practices, and risk mitigation with meeting client needs timely and accurately, providing alternatives where applicable. This is your opportunity to join a growing, dynamic and collaborative team at FCC, and to utilize your skills to provide our clients with an excellent operational service experience.
What You Will Do
Be a role model for delivering excellent quality customer service interactions to our internal and external customers. Exceed their expectations and create a positive experience. Take ownership of the estate case and collaborate with other departments as needed for each piece of the case. Provide alternatives where applicable and escalate where appropriate.
Assist with the creation and delivery of estate tax slips. The role also provides backup for the tax areas as needed. The role will also get involved with documentation review/update, projects and other tasks as assigned.
Identify opportunities for process and system enhancements and work with team and leaders to implement them. Research and investigate inquiries and issues that are outside of the norm and bring potential solutions to the table.
What We Are Looking For
Skills & knowledge
Fidelity Canada is an equal opportunity employer
Fidelity Canada is committed to fostering a diverse and inclusive workplace. We will consider all qualified applicants for employment regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national or ethnic origin, age, disability, family status, protected veterans’ status, Aboriginal/Native American status or any other legally-protected ground.
Accommodation during the application process
Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process. If you require an accommodation, please email us at [email protected].
No telephone inquiries or agencies please. We thank all applicants for their interest, please be advised that only those selected for an interview will be contacted.
Why Work at Fidelity?
We are proud to be recipients of the following
Awards
Designations
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