Wealth Administrator

This is a hybrid role with a mix of remote and in-office working

Current work authorization for Canada is required for all openings.

Who We Are

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.

What We Do

The Wealth Administrator oversees daily operational activities, serving as the primary contact for administrative needs and is responsible for reviewing and processing various transaction requests on client accounts in an accurate and timely manner.

The successful candidate must have a strong background in portfolio administration and operations. As a Wealth Administrator, you will oversee various tasks from Fidelity Head Office and clients, while also incorporating the following responsibilities.

How You’ll Make an Impact

-Operations Support and Reporting

Liaise with custodian on day-to-day operational matters (Cash management, Account opening, Transfer initiation and monitoring)

Perform daily reconciliation duties

Ensure Trade processing is complete and handle Corporate Action processes.

Work with custodian to resolve trade settlement issues in a timely manner.

Help onboard new relationship managers & support back-office operations with user setup on systems

Perform all tasks in accordance with regulatory requirements and adhere to policies and procedures to ensure compliance

Prepare Ad-hoc reports for clients, relationship managers and management

-Client Administration

Prepare and process client documentation, including account applications, forms, prospect letters and other related paperwork using digital tools

Actively support the implementation of client wealth strategies through detailed and accurate management of portfolio administration tasks and activities

Record maintenance: Update and maintain accuracy of client information in Salesforce CRM and Portfolio Management System

What You’ll Need

Strong industry, product, and wealth management procedures knowledge

Exceptional administrative skills

Detail-oriented with superior organizational skills and the ability to prioritize tasks

Team player with the ability to collaborate with cross-functional teams

Ability to work in a fast-paced, evolving environment crossing multiple channels and/or workstreams

Enjoys wearing many hats, rolling up sleeves and getting things done

Bilingual (English and French) would be an asset

Project Administration

What We’re Looking For

Completion of a University degree (in Business, Commerce, Finance or related field) or equivalent work experience

1-2 years of relevant experience in wealth management operations

Reconciliation experience and familiarity with Portfolio Management tools

Broadridge Dataphile experience is an asset

Completion of CSC and CPH is nice to have

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.

Accommodation during the application process

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 .

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™ 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

Human Resource Director (HRD) - Best Place To Work

o HRD - 5-Star Benefit Program

o 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

Designations

A Canadian Compassionate Company

Great Place to Work (Dec 2022 - Nov 2023)

Best Workplaces for Women 2023 by Great Place to Work

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