Job Description

You will be working on a flexible hybrid schedule as part of Fidelity\xe2\x80\x99s dynamic working arrangement.Current work authorization for Canada is required for all openings.At Fidelity, we\xe2\x80\x99ve 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 - and we\xe2\x80\x99re constantly seeking to find new and better ways to help our clients. 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\xe2\x80\x99ll be part of a diverse and dedicated group of people who make a real difference for our clients and communities every day. You\xe2\x80\x99ll have a wide range of opportunities to grow and develop your career in an inclusive environment where you\xe2\x80\x99ll feel valued and supported to be your best - both personally and professionally.Estates Specialist BilingualHow You\xe2\x80\x99ll Make an Impact:Position Overview
The Estates Specialist Bilingual role is a position within PIIO in Client Services. This role is primarily responsible for ensuring the timely, accurate and efficient administration of Estate cases in a compliant manner. The role will entail managing Estate documentations, updating client files and records, and responding to daily inquiries by phone or e-mail.Responsibilities

• Provide timely, accurate and efficient processing of Estate items in accordance with pre-established SLA\xe2\x80\x99s (Service Level Agreements)
• Hold themselves accountable to Fidelity\xe2\x80\x99s clients by correctly applying knowledge of Fidelity\xe2\x80\x99s products, policies, and procedures in the resolution of Estate items
• Assist the Estates and Specialized Services TM and PIIO Manager with review and resolution of escalated Estate items and related tax issues from team members, clients, and business partner (Internal and External). Offer creative solution on Estate issues, thus adding value to the client experience and creating a positive \xe2\x80\x9cMoment of Truth\xe2\x80\x9d
• Continue to foster a culture focused on compliance, regulatory practices, and risk mitigation by staying informed of legislative and regulatory requirements, and applying them in the resolution of Estates items.
• Contribute to an environment of continuous improvement by participating in Estate and tax related projects. Also participate in other projects as assigned. Work with appropriate business partners to ensure accurate tax reporting of Estate transactions

What We Are Looking For:Experience

• Minimum 2 years related work experience in the mutual fund, financial services or a related industry (required)
• Minimum 1-year experience working in Estate administration and familiarity with Estate legislation (asset)

Education:

• College degree (3-year program) or equivalent work experience
• Bilingualism in English and French (written & verbal) is required.

Designations, Licenses, or Accreditations

• Successful completion of Canadian Investment Funds Course (IFIC) or the Canadian (asset)
• Securities Course (CSI) Successful completion of the Estate and Trust Administration course (CSI) (asset)

This is the right opportunity for you if you:

• Strong computer skills \xe2\x80\x93 Excellent knowledge of MS Office Suite (Word, Excel, and PowerPoint) and the Internet
• Superior customer services skills
• Strong sense of ownership and follow-up
• Excellent interpersonal and communication skills (verbal and written)
• Strong analytical, organization, time management skills and attention to detail
• Ability to make sound and prudent judgment calls for the resolution of client issues.
• Works equally well independently and as part of a team, with minimum supervision.
• Ability to multi-task, work well under pressure and meet deadlines.
• Strong knowledge of our products, as well as the Canadian Mutual Funds industry
• Strong French communication skills (written and verbal) (applicable to the bilingual role only)

Some of the ways we\xe2\x80\x99ll help you feel valued and supported as part of our team:

• Flexible working arrangements - 100% remote, hybrid, and in office options
• Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $5000 annually for mental health services and therapy
• Parental leave top-up to 100% of your salary for a period of 25 weeks
• Up to $650 for home office equipment
• Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice
• Diversity and inclusion programs, including an active network of Employee Resource Groups
• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada\xe2\x80\x99s Top 100 employers for the last five years.Fidelity Canada is an equal opportunity employerFidelity 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\xe2\x80\x99 status, Aboriginal/Native American status or any other legally-protected ground.Accommodation during the application processFidelity 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 .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

• Canada\'s Top 100 Employers

o Greater Toronto\'s Top Employers
o Canada\'s Top Family-Friendly Employers
o Canada\'s Top Employers for Young People

• Great Place To Work\xc2\xae Certified

o Best Workplaces for Inclusion
o Best Workplaces for Mental Wellness
o Best Workplaces for Today\'s Youth
o Best Workplaces for Women
o Best Workplaces in Financial Services & Insurance
o Best Workplaces in Ontario
o Best Workplaces with Most Trusted Executive Teams

• LinkedIn Top Companies in Canada

• Human Resource Director (HRD) - Best Place To Work

o HRD - 5-Star Benefit Program
o HRD - 5-Star Diversity & Inclusion EmployerDesignations

• Canadian Compassionate Companies \xe2\x80\x93 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

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