Job Description

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

Current work authorization for Canada is required for all openings.

Company Overview

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.

The Opportunity

The role of the Institutional Coordinator is to act as an integral business partner supporting the activities of the Institutional Client Management team.  The role will be responsible for the coordination of the daily operations of the team by providing proactive administrative services.

What You Will Do

Provide administrative support to team members

• Manage calendars and coordinate the logistics of virtual and in-person meetings with internal partners and external clients.

• Book travel, register conference attendees, and complete travel & expense reports.

• Ensure that activities with clients are in compliance with the Business Entertainment and Workplace Gifts (BEWG) policy.

• Coordinate the onboarding of new team members from an administrative and systems perspective.

• Preparation of presentations and reports, database management and purchase office supplies

Support of Marketing and Thought Leadership Activities

• Coordination of mailing campaigns for Events, including Thought Leadership events, and the distribution of marketing materials.

• Coordination of the logistics of certain Fidelity events where clients, prospects, and consultants are invited.

Participation in Projects and Ongoing Initiatives

• Use of Salesforce for account/contact creation and edit, mailings, account segmentation, and creating and generating reports.

• Be a member of the project team working to leverage on an ongoing basis the capabilities of Salesforce in order to advance the business.

• Involvement in registering client users and troubleshooting issues for our client portal, FidelityView.

• Creation and distribution of reporting for clients and consultants.  Participation in projects as they are developed and implemented.

Market and company/organization research

• Conduct research in order to assist in the prospecting process and improve the quality of interactions with clients.

What We’re Looking For

• 1+ years of relevant administrative experience

• Experience within financial services industry is an asset

• Secondary School/College or University degree with business administration/commerce courses or equivalent work experience

• Strong verbal and written communication skills to build on good interpersonal and relationship building skills to be leveraged within the Institutional team and the broader organization.

• Ability to pro-actively organize and prioritize workload and competing demands in a fast paced  environment.

• Adaptable to change with keen attention to detail

• Strong computer skills in MS Office (Word, Excel, PowerPoint, and Outlook) and experience using a CRM system such as Salesforce.

• Bilingualism (fluency in English and French) is an asset.

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