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About the Role

The Account Transfer Operation Representative will be a valuable addition to FCC's Operations department, responsible for both the Transfer-ins of Assets into FCC and Transfer-outs of assets leaving the firm. This role requires familiarity with electronic and manual document exchange processes, reviewing forms, initiating transfers, and keeping clients informed of statuses.

Responsibilities

• Review and process documents in both official languages (French and English).
• Review forms, initiate transfers, and follow-up with institutions on statuses.
• Keep clients informed of transfer statuses.

Requirements

• Post-secondary education or equivalent work experience.
• 1-2 years of experience in the financial services industry.
• Bilingual (verbal and written) in French and English.
• Familiarity with different account types such as Non-Registered Accounts (Cash, Margin, Joint etc.) as well as Registered Accounts (RRSPs, TFSAs, RESPs etc).
• Excellent MS Excel skills.

Skills

• Advanced communication skills in both French and English.
• Effective team player.
• Ability to work independently.
• Strong written and verbal communication skills.
• Eye for detail.
• Strong time management skills.
• Passionate about delivering quality customer service.
• Ability to exceed customer expectations.
• Ability to work independently in a fast-paced environment.

Location

• Remote

Work Type

• Full-time
• Remote

Experience Level

• 1-2 years

Education Level

• Post-secondary education or equivalent work experience

Benefits

• Flexible working arrangements.
• Competitive total compensation.
• Company contributions to group RRSP without matching requirement.
• Comprehensive health benefits starting on first day.
• 100% employer-paid premiums for health benefits.
• Up to $5000 annually for mental health services and therapy.
• Parental leave top-up to 100% of salary for 25 weeks.
• Up to $650 for home office equipment.
• Generous time off policy.
• 2 paid days annually for volunteering.
• Diversity and inclusion programs.
• Active network of Employee Resource Groups.
• Extensive professional development opportunities.
• Access to over 11,000 training and development courses.
• Tuition reimbursement.
• Monetary rewards for completing required designations.

About the Company

• Fidelity Clearing Canada (FCC) is the leading independent clearing broker and custodian in the Canadian market.
• We provide trade execution, clearing, custody and back-office support services to Canadian-based brokerage firms and the Canadian brokerage arms of U.S.-based firms.
• We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.

Equal Opportunity

• Fidelity Canada is an equal opportunity employer.
• Fidelity Canada is committed to fostering a diverse and inclusive workplace.
• All qualified applicants will be considered 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.
• Accommodations are available on request for candidates taking part in the selection process.