Document Management Representative

Job Description
You will be working on a predefined hybrid schedule as part of Fidelity’s dynamic working arrangement.

Current work authorization for Canada is required for all openings.

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 - and we’re 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’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.

Document Management Representative
Please note

This role has multiple openings.

This is a contract opportunity ending on April 30, 2027.

Applicants must be available to work rotating shifts Monday through Friday between 800 AM to 600 PM.

The work location for this role is 483 Bay Street in Toronto until approximately late 2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

Business Overview
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.

How You’ll Make An Impact
Position overview
The Document Management Representative is responsible for distributing all incoming operational mail, cheques, faxes, emails to all related business units in Fidelity Investments in accordance with the applicable internal/external Service Level Agreements (SLAs). The focus is on quality (accurate data always, low frequency of problems), customer service (interactions that satisfy clients' needs, ability to correct problems quickly) and partnership.

The Document Management Representative maintains continuous document distribution workflow by participating in all stages of the workflow process preparation of the documents, scanning, image validation/classification and distribution of work items to all business units in the Transfer Agent Operations and Control.

Primary 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.

Experience
What We’re Looking For

Minimum…