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About the Role

The Certificates Administrator is responsible for processing entries in dataphile to accurately reflect positions in client accounts and within Fidelity, setting up deposits/withdrawals with various securities depositories, facilitating various requests involving physical securities, and maintaining Fidelity’s secured vault location. This role requires communication with internal partners, clients, and counterparties to achieve accurate and timely processing while mitigating risk.

Responsibilities

Process entries in dataphile to accurately reflect physical securities within client accounts as well as their location within Fidelity.
Process entries with depositories (CDS/DTC) for the deposit/withdrawal of physical securities.
Facilitate different requests involving physical securities including having securities reregistered, assisting with receiving or delivering physical securities as part of account transfers, processing legend removals on restricted securities, and having securities split or consolidated as necessary.
Communicate with transfer agents, issuers and their legal counsels as required to ensure all requirements are met for the processing of above listed transactions.
Ensure Fidelity’s onsite and offsite securities storage locations are properly maintained and organized.
Work with internal Fidelity teams to reconcile Fidelity’s physical holdings.
Respond timely to verbal or written client requests.
Intake and distribution of incoming mail, couriers and faxes.
Retrieval of sensitive documentation from our client firms and secured vault located in the downtown core.
Create and distribute reports to clients and management.

Requirements

More than 1 year of related experience within operations in the financial services industry, preferably 1 year in settlements and/or physical certificates within the correspondent clearing business.
Completion of post-secondary education.
Excellent MS Excel skills and proficient with the MS Office environment.
Strong customer service skills, with ability to build credibility and rapport to gain customer confidence.
Exceptional communication skills.
Attitude to thrive in a fast paced, challenging, team-oriented environment.
Ability to work independently in a fast-paced environment.
Current Work Authorization is required.

Skills

MS Excel
MS Office environment
Customer service
Communication

Location

Downtown Toronto

Work Type

100% In Office

Experience Level

More than 1 year

Education Level

Post-secondary education

Salary/Compensations

$49,000 to $60,000

Benefits

Base Salary and Discretionary Performance Bonus
RRSP Contribution (after 6 months of employment, no employee matching required)

About the Company

Based in Toronto, 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 registered Portfolio Managers.
Fidelity Canada is proud to be recipients of numerous awards including Canada's Top 100 Employers, Greater Toronto's Top Employers, Canada's Top Family-Friendly Employers, Canada's Top Employers for Young People, Great Place To Work® Certified designations, LinkedIn Top Companies in Canada, Human Resource Director (HRD) - Best Place To Work, Canadian Compassionate Companies – Certified, Benefits Canada's Workplace Benefits Award, TalentEgg National Recruitment Excellence Award, and Canadian HR Reporter's Most Innovative HR Team.

Equal Opportunity

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.
Fidelity Canada welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in the selection process.