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About the Role
The Document Management Representative is responsible for distributing all incoming operational mail, cheques, faxes, and emails to relevant business units within Fidelity Investments, adhering to Service Level Agreements (SLAs). The role emphasizes quality, customer service, and partnership, ensuring accurate data and efficient problem resolution. This position involves maintaining a continuous document distribution workflow by participating in document preparation, scanning, image validation, classification, and distribution.
Responsibilities
- Ensure accurate and timely preparation of all operational documents for scanning and imaging.
- Scan cheque and non-cheque documents, including barcoded OCR documents, using OPEX scanners and following all applicable scanning procedures.
- Perform image validation and scanning of cheque and non-cheque documentation using high-speed OPEX scanners, including ICR/OCR processes, ensuring accuracy and integrity of scanned images.
- Distribute scanned and faxed items (document images) in a timely and high-quality manner using KOFAX and XTRAC workflow applications.
- Conduct authorized signature verification (ASV) using an applicable KOFAX application.
- Execute all tasks in accordance with internal policies, procedures, and auditing requirements.
- Perform other document management team-related tasks as required or assigned by the Team Manager.
- Add value to the client experience by understanding client needs, recognizing necessary actions, providing stellar service, and taking personal accountability for creating a positive "moment of truth" while demonstrating Fidelity core values.
Requirements
- Minimum 1-year work experience, preferably in the financial services industry.
- Post-secondary degree or equivalent work experience.
- Completion of Canadian Investment Funds Course (CIFC) is an asset.
- Basic understanding of the mutual funds industry, specifically mutual funds operations.
- Strong customer service focus.
- Strong organizational skills with the ability to multitask.
- Ability to work in a fast-paced environment with strong attention to detail.
- Good verbal and written communication skills.
- Proficiency in MS Office.
- Strong keyboarding skills.
- Current work authorization for Canada is required.
Skills
- Document preparation
- Scanning
- Image validation
- Image classification
- Distribution
- Customer service
- Attention to detail
- Multitasking
- MS Office proficiency
- Typing
Location
- 483 Bay Street in Toronto
- 3 Robert Speck Parkway in Mississauga
Work Type
- Hybrid
- Contract
Experience Level
- 1-year minimum work experience
Education Level
- Post-secondary degree or equivalent work experience
Salary/Compensations
- $26.00 to $40.00 per hour
Benefits
- Company contributions to group RRSP without matching requirement
- Comprehensive health benefits starting on the first day with 100% employer-paid premiums
- Up to $6000 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 to volunteer at a charity of choice
- Diversity and inclusion programs
- Extensive professional development opportunities
- Access to over 11,000 training and development courses
- Tuition reimbursement
- Monetary rewards for completing a required designation
About the Company
- Fidelity has been helping Canadian investors build better financial futures for over 35 years, offering individuals and institutions a range of trusted investment portfolios and services.
- As a privately owned company, Fidelity embraces innovation and continues to grow its business.
- Working at Fidelity means being part of a diverse and dedicated group making a difference for clients and communities.
- The company offers opportunities for career growth and development in an inclusive environment.
- Transfer Agency Processing Support is a multi-functional area providing a wide array of services to all divisions of Fidelity Investments, consisting of 5 distinct teams that support financial and non-financial transaction processing.
Equal Opportunity
- Fidelity Canada is an equal opportunity employer.
- Fidelity Canada is committed to fostering a diverse and inclusive workplace.
- Fidelity Canada 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.