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Private Wealth Administrative Associate
Private Wealth Administrative Associate

Private Wealth Administrative Associate

Company : Jobssummary / Indeed
Salary : Details not provided
Location : Ontario

Full Description

Job Description
This is a hybrid role with a mix of remote and in-office working
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 We Do
The Private Wealth Administrative Associate is responsible for providing ongoing administrative support for the Relationship Managers and 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 existing and prospective clients in an efficient and professional manner.
How You’ll Make an Impact
  • Delivers an Effective and Professional Interaction with Clients
  • Adheres to timelines when dealing with client requests
  • All interactions are documented accordingly
  • Proactively follow up on account related activity that impacts clients such as transfers
  • Assist with problem resolution that enhances the client experience
  • Handles all requests with discretion and confidentiality
  • Provide assistance to Relationship Manager(s)
  • Approachable presence on the team, assisting primarily Relationships Managers and others as needed
  • Tasks are completed according to the outlined processes while proactively communicating with Relationship Managers
  • Ability to anticipate conflicts and provides solutions within given scope
  • Escalates complex scenarios or challenges to the Relationship Managers
  • Attending meetings with Relationship Managers and provide support and documenting meeting summaries
  • Will have opportunity to interact directly with clients
  • Review ongoing account maintenance and related initiatives
  • Ensure accuracy and completeness of client accounts
  • Follow up with any outstanding items
  • Provide ongoing support by helping assist with client onboarding
  • Quality control all client paperwork to ensure everything is in good order
  • Ensuring any operational task is kept up to speed with regulations, policy & procedure and risk mitigation
What We’re Looking For
  • University degree or equivalent work experience
  • 2+ years of relevant experience in Customer Service/Operations role
  • Experience within Financial Services, specifically in Private Wealth is an asset
  • Proficient skills in Microsoft Office (Outlook, MS Word, PowerPoint, Excel and Visio
  • Strong verbal and written communication skills.
  • Client Focused oriented and effective problem solver
  • Excellent interpersonal and relationship management skills
  • High level of discretion in handling confidential matters
  • Anility to be self sufficient
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 .
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 Family-Friendly Employers 2023 (7th consecutive year)
  • Canada's Top 100 Employers 2023 (7th consecutive year)
  • Greater Toronto's Top Employers 2023 (10th consecutive year)
  • Canada's Top Employers for Young People 2023
  • Venngo Healthy Workplaces Award Workplace Benefits Awards – Health and Wellness Program
  • HRDC Best Places to Work 2022
Designations
  • A Canadian Compassionate Company
  • Great Place to Work (Dec 2022 - Nov 2023)
  • Best Workplaces for Women 2023 by Great Place to Work

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