Banking Operations Representative at Fidelity

Join Fidelity Clearing Canada as a Banking Operations Representative. Deliver top-tier banking services while focusing on operational efficiency and accuracy in a dynamic financial environment.

The Operations Banking Representative plays a key role in Fidelity's banking department, ensuring effective service delivery while managing funds processing, reconciliations, and transactions. Candidates will need to possess strong reconciliation skills and ideally have Bloomberg knowledge. This role also involves collaboration with multiple departments and requires the ability to exceed customer service expectations.

Key Responsibilities:

• Process incoming and outgoing funds efficiently

• Manage daily and monthly bank reconciliations

• Issue payments via cheques, EFTs, and wires

• Maintain accurate banking information and templates

• Communicate with internal teams and external brokers

Requirements:

• 2+ years in financial services, preferably banking

• Required reconciliation experience

• Knowledge of Bloomberg is an asset

• Post-secondary education in Finance or Accounting

• CTP or equivalent designation is advantageous

Leverage your banking expertise and enhance client experiences at Fidelity Clearing Canada.
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