Estates Specialist Role with Fidelity Canada

Fidelity Clearing Canada is hiring an Estates Specialist for a hybrid position. Deliver exceptional estate case administration to meet client needs effectively and accurately.

This fixed-term role, ending September 2027, entails managing estate cases efficiently and ensuring compliance with best practices. Your focus will be on delivering high-quality customer service while working collaboratively across teams to meet the operational objectives.

Key Responsibilities:
• Oversee administration of various estate cases
• Ensure all required documents are accurate and complete
• Handle escalations and collaborate with departments
• Assist in the creation of estate tax documentation
• Identify areas for process enhancement within the team

Requirements:
• Experience in operations or customer service for 2-3 years
• Knowledge of estate management preferred
• Relevant post-secondary education or equivalent
• Strong organizational and time management skills
• Proficient in Microsoft Office Suite

Bring your expertise in estate management to Fidelity Clearing Canada and elevate client service.
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