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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 internal and external Service Level Agreements (SLAs). The role emphasizes quality, customer service, and partnership, maintaining a continuous document distribution workflow through preparation, scanning, image validation, and distribution of work items.

Responsibilities

Ensure accurate and timely preparation of all operational documents for scanning and imaging.
Ensure scanning of all cheque and non-cheque documents, including barcoded OCR documents, by utilizing OPEX scanners, and fully following all applicable scanning procedures.
Image validation and scanning of cheque and non-cheque documentation by utilizing high-speed OPEX scanners, including ICR/OCR process, ensuring accuracy and integrity of scanned images.
Ensure timely and highest quality distribution of all scanned and faxed items (images of the documents) by utilizing KOFAX and XTRAC workflow applications.
Conduct authorized signature verification process (ASV) by utilizing an applicable KOFAX application.
Execute all tasks in full accordance with the internal policies, procedures and auditing requirements.
Execution of all other document management team related tasks as required or assigned by Team Manager.
Add value to the client experience by understanding what's important, recognizing what needs to be done, providing stellar service and taking personal accountability for creating a positive "moment of truth" and demonstrating Fidelity core values.

Requirements

Minimum 1-year work experience, preferably in 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 and strong keyboarding skills.
Current work authorization for Canada is required for all openings.
Applicants must be available to work rotating shifts Monday through Friday between 8:00 AM to 6:00 PM.

Skills

Scanning
Image validation
KOFAX
XTRAC
MS Office
Keyboarding

Location

483 Bay Street in Toronto
3 Robert Speck Parkway in Mississauga

Work Type

Hybrid
Contract

Experience Level

Minimum 1-year work experience

Education Level

Post-secondary degree or equivalent work experience

Salary/Compensations

$26.00 to $40.00 per hour

Benefits

Flexible working arrangements
Competitive total compensation
Company contributions to group RRSP
Comprehensive health benefits starting on first day
100% employer-paid health 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
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

At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years.
We offer individuals and institutions a range of trusted investment portfolios and services.
As a privately owned company, we boldly embrace innovation in all areas as we continue to grow our business into the future.
Working with us means you’ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day.
You’ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you’ll feel valued and supported to be your best - both personally and professionally.
Transfer Agency Processing Support is a multi-functional area providing a wide array of services to all divisions of Fidelity Investments.
The department consists of 5 distinct teams that support financial and non-financial transaction processing.
Responsibilities vary from the receipt and distribution of inbound transaction requests to trade settlement.
We are proud to have been named one of Canada’s Top 100 employers for the last five years.
We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters.
We are proud to be recipients of the following: 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, Best Workplaces for Inclusion, Best Workplaces for Mental Wellness, Best Workplaces for Today's Youth, Best Workplaces for Women, Best Workplaces in Financial Services & Insurance, Best Workplaces in Ontario, Best Workplaces with Most Trusted Executive Teams, LinkedIn Top Companies in Canada, Human Resource Director (HRD) - Best Place To Work, HRD - 5-Star Benefit Program, HRD - 5-Star Diversity & Inclusion Employer, Canadian Compassionate Companies – Certified, Benefits Canada's Workplace Benefits Award - Future of Work Strategy, TalentEgg National Recruitment Excellence Award - Special Award for Diversity & Inclusion in Recruiting, 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.
If you require an accommodation, please email us at FidelityCanadaStaffing@fidelity.ca.