Estates Specialist FCC (Secondment)

Location: Hybrid schedule at 483 Bay Street in Toronto, moving to 3 Robert Speck Parkway in Mississauga approximately in late 2026. Current Canadian work authorization is required.

Hourly compensation: CAD 28.00–40.00 per hour, based on experience and qualifications.

Company

Fidelity Clearing Canada is an independent clearing broker and custodian providing trade execution, clearing, custody, and back-office support to Canadian brokerage firms and portfolio managers.

What you will do

• Administer estate cases from initial notification of death through partial or total disbursements and estate residuals.
• Request and review documentation, follow up on incomplete submissions, and suggest appropriate alternatives when required documents are unavailable.
• Deliver high-quality service to internal and external customers, take ownership of cases, collaborate across departments, and escalate issues in a timely manner.
• Assist with the creation and delivery of estate tax slips and provide backup support for other estates-related activities.
• Review and update documentation, support projects, and identify process and system enhancements.
• Research non-standard inquiries and issues, develop potential solutions, and help implement improvements.

Requirements

• 2–3 years of experience in operations or customer service processing, ideally in an estates group.
• Post-secondary education or equivalent experience.
• Accurate, detail-oriented, analytical, organized, and able to manage multiple deadlines under pressure.
• Excellent verbal and written communication, interpersonal, problem-solving, and time-management skills.
• Proficiency with Microsoft Office, including Word and Excel.
• Current work authorization is required.

Nice to have

• Experience in the financial industry.
• Estate and Trust Administration course.
• Bilingual communication skills.
• In-depth knowledge of estates and related legislation.
• Knowledge of Broadridge’s Dataphile platform.

Culture & Benefits

• Fixed-term contract or secondment with an official end date of September 1, 2027.
• Flexible hourly compensation aligned with provincial pay transparency requirements.
• Collaborative work environment focused on compliance, best practices, risk mitigation, and client service.
• Inclusive workplace with accommodation available during the application process.
• Recognized as an employer in financial services, inclusion, mental wellness, and family-friendly workplace programs.