Job Description

You will be working on a predefined hybrid schedule as part of Fidelity’s dynamic working arrangement.

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 You'll Do

As Operations Reporting Specialist Sr., you will play a key role to plan, manage and support the successful production and delivery of various unitholder documents. Documents include Financial Statements, Financial Reports, Tax Slips, Annual Regulatory Notices and Transaction Confirmation Statements. The Operations Reporting Specialist Senior will also act as the primary contact with our vendors and internal and external Business Partners.

You should consider this opportunity if you are passionate and have a demonstrated interest in Investor Regulatory Reporting and possess strong communication and organizational skills.  In this role, your responsibilities will focus on several key areas:

Subject Matter Expert (SME):

• Act as Subject Matter Expert (SME) to identify, translate and support all technical specifications and production aspects for assigned unitholder reporting tasks.

• Translate business objectives into procedures and create processes.

• Lead issue resolution related to unitholder reporting, including communicating to impacted parties.

• Provide training as required.

• Coordinate and implement requested document changes and process improvements.

Vendor Management:

• Manage external vendor relationships to support current and future needs of the business, including being the Supplier Relationship Manager for key vendors.

• Maintain positive vendor relationships, measuring performance, resolving challenges and implementing process improvements.

• Regular review of vendor quality assurance procedures.

• Participate and collaborate in vendor audits.

Manage Communications:

• Manage communications with external and internal stakeholders at all levels of the organization.

• Act as the point of contact for internal and external clients, manage communication strategies, and deliver clear and concise timely communications.

• Add value to the client experience by understanding what's important, recognizing what needs to be done and taking personal accountability for creating a positive "moment of truth."

• Prepare monthly reports for clients.

Support Department:

• Lead and support Departmental initiatives.

• Participate in quality assurance efforts, including user acceptance testing (UAT).

• Contribute to budgeting and Business Planning activities.

• Identify and lead implementation for departmental initiatives.

• Handle all escalated requests immediately.

• Identify and implement enhancements to close all gaps that are identified

The Expertise You Bring

• Strong planning, preparation and organizational skills

• Detailed knowledge of mutual fund industry.

• Strong excel and PowerPoint skills

• Highly developed writing and communication skills. Team Player with client service focus

• Nice to have: Knowledge of tax legislation and regulatory rules related to financial services Investor Reporting.

• Some weekend and after-hours work is required.

• University/college degree/diploma or equivalent experience

• 3-5 years’ experience in the mutual fund industry.

• Experience in coordinating tasks with multiple stakeholders

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 [email protected].

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 
o    Best Workplaces for Inclusion 
o    Best Workplaces for Mental Wellness 
o    Best Workplaces for Today's Youth 
o    Best Workplaces for Women 
o    Best Workplaces in Financial Services & Insurance 
o    Best Workplaces in Ontario 
o    Best Workplaces with Most Trusted Executive Teams 

•    LinkedIn Top Companies in Canada
  
•    Human Resource Director (HRD) - Best Place To Work 
o    HRD - 5-Star Benefit Program 
o    HRD - 5-Star Diversity & Inclusion Employer 

Designations
•    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 
•    Canadian HR Reporter's Most Innovative HR Team