Estate Processing Team Manager at Fidelity
F
Fidelity Canada
📍 toronto, on, Canada
Job Description
Fidelity Clearing Canada (FCC) seeks an Estate Processing Team Manager in a hybrid role to oversee estate documentation and processing activities effectively. Manage complex cases and lead a dedicated team to ensure compliance and enhance client experiences.
This contract position based in Toronto until 2026 requires a minimum of three years in Financial Services and operations experience. You will supervise daily estate processing, manage workloads for timely task completion, and coach team members on compliance with regulatory requirements and estate workflows. Your role is crucial in implementing improvements to streamline operations.
Key Responsibilities:
• Oversee daily estate case processing activities
• Manage workflow for timely completion of cases
• Review transactions for accuracy and identify trends
• Lead escalation handling and complex case resolutions
• Conduct audits and ensure compliance with regulations
Requirements:
• University degree or eq...
This contract position based in Toronto until 2026 requires a minimum of three years in Financial Services and operations experience. You will supervise daily estate processing, manage workloads for timely task completion, and coach team members on compliance with regulatory requirements and estate workflows. Your role is crucial in implementing improvements to streamline operations.
Key Responsibilities:
• Oversee daily estate case processing activities
• Manage workflow for timely completion of cases
• Review transactions for accuracy and identify trends
• Lead escalation handling and complex case resolutions
• Conduct audits and ensure compliance with regulations
Requirements:
• University degree or eq...