Bilingual processing representative administering mutual fund accounts and executing transactions for Fidelity Canada.
Resolving client transaction issues while supporting Canadian investors in a fully remote contract role.
Responsibilities
Review and process documents in French and English to meet industry regulatory obligations
Administer retail mutual fund client accounts
Execute financial and non-financial transactions accurately and promptly
Contact internal and external clients to collect missing information
Resolve not-in-good-order (NIGO) transactions in a timely manner
Support investment professionals serving Canadian investors and their retirement and financial goals
Work rotating Monday-to-Friday shifts between 8:00 AM and 8:00 PM EST
Requirements
College diploma required or equivalent experience
Recent graduates are encouraged to apply
Bilingual in French and English, both written and spoken, is required
Advanced communication skills in both official languages
Passion for delivering an exceptional client experience
Strong desire to learn and grow
Flexibility and adaptability
Analytical and critical thinking skills to solve client issues
Ability to adopt and work with new technologies
Strong written and verbal communication skills
Detail-oriented
Current authorization to work in Canada is required
Ability to work rotating Monday–Friday shifts between 8:00 AM and 8:00 PM EST
Benefits
Opportunities for career growth and development
Inclusive environment where employees feel valued and supported
Training, resources, and ongoing support throughout your career
Accommodation available on request during the application process
Competitive hourly compensation
Flexible compensation model
Commitment to equal opportunity, diversity, and inclusion
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