Fidelity Estates Specialist

Position: Fidelity Estates Specialist Role
Explore the Estates Specialist position at Fidelity Clearing Canada, focusing on estate case management and client service in a hybrid work environment. This role, ending in September 2027, involves comprehensive administration and customer support.

As an Estates Specialist, you will administer estate cases while collaborating with various departments. Your responsibilities include managing notifications of death, disbursements, and ensuring documentation is complete. This position emphasizes providing exceptional customer service, supporting estate initiatives, and participating in continuous improvement efforts within the team.

Key Responsibilities:

• Manage administration of estate cases for clients

• Provide exceptional customer service and facilitate collaboration

• Assist in the creation of estate tax slips

• Identify opportunities for process improvements

• Review documentation and provide timely escalations

Requirements:

• 2-3 years in operations or customer service

• Experience in estates is an asset

• Post Secondary Education or equivalent

• Estate & Trust Administration course is a plus

• Strong attention to detail and organization skills

Utilize your expertise in estate administration and client service while working with Fidelity Clearing Canada's dedicated estates team.
#J-18808-Ljbffr