Fidelity Clearing Canada (FCC) is hiring a Team Manager dedicated to estate processing in a flexible hybrid role. Lead a team responsible for processing estate accounts while ensuring adherence to regulatory requirements.
This position, lasting until September 2027, requires at least three years of relevant experience in Financial Services, along with proficiency in estate workflows. You will manage daily activities, support audits, coach associates, and drive improvements to enhance client satisfaction. Your role is fundamental to maintaining compliance and operational excellence.
Key Responsibilities:
• Oversee estate processing activities and documentation reviews
• Manage queues and ensure timely completion of tasks
• Provide expertise in regulatory and tax considerations
• Lead complex case resolution and escalate issues accordingly
• Support internal audits and resolve findings
Requirements:
• University degree or relevant experience
• 3+ years in Fi...