Overview
Wealth Administrator Jobs in Toronto – Ontario – Canada at Fidelity Investments
Description This is a hybrid role with a mix of remote and in-office working
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 DoThe 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 experience1-2 years of relevant experience in wealth management operations
Reconciliation experience and familiarit…
Title: Wealth Administrator
Company: Fidelity Investments
Location: Toronto – Ontario – Canada
Category: Administrative/Clerical, Management
