Job Description

Private Wealth Administrative Associate

Please note:

• Current work authorization for Canada is required for all openings.
• This is a regular, full-time role.
• You will be working on a flexible hybrid schedule as part of Fidelity’s dynamic working arrangement.

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.

Role Overview:

The Private Wealth Administrative Associate is responsible for providing ongoing administrative support for the Private Wealth team. The individual in this position will have a strong attention to details and will focus on accurately completing various ongoing tasks pertaining to supporting the front-end client experience within the Private Wealth business. This will include providing service to Fidelity Private Wealth staff in an efficient and professional manner.

What You Will Do:

Client Documentation

• Ensure accuracy and completeness of client documentation
• Run client reporting on regular frequency
• Quality control all system data
• Ensuring any operational task is kept up to speed with regulations, policy & procedure and risk mitigation

Provide Operational Assistance

• Liaise with the Custodian on day-to-day operational matters (Account opening, Transfer initiation and monitoring, client requests, reporting)
• Create and manage client requests on the Custodial platform
• Perform all tasks in accordance with regulatory requirements and adhere to policies and procedures to ensure compliance
• Perform other duties as assigned

Provide Support to Private Wealth Team

• Assist with scheduling team meetings and events
• Help onboard new relationship managers & support back-office operations with user setup on systems
• Act as backup to the Private Wealth Associate
• Learn client servicing with the hopes to progress to Associate Role

What We Are Looking For:

• Experience within Financial Services, specifically Private Wealth required
• 1+ years of experience in Customer Service/Operations
• Completion of a University Degree, or equivalent work experience
• Proficient skills in Microsoft Office Suite

The Expertise You Bring:

• Excellent verbal and written communication skills
• Ability to take initiative and work independently
• Detail oriented with strong organizational skills
• Ability to work in a fast-paced evolving environment crossing multiple channels and/or workstreams
• Bilingual in French/English is an asset
• Interest in automation and efficiency is an asset

Internal Applicants should submit their applications by 4:59 PM on Monday April 15th 2025

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 FidelityCanadaStaffing@fidelity.ca.

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