Manager Transfer Agent Processing
1d ago

What You Will Do

The Manager, Transfer Agent Processing is responsible for the effective management and leadership of the Processing function within Client Services including transaction processing quality and output, development and maintenance of appropriate controls, staff planning and utilization and process reviews and improvements.

Key Accountabilities :

  • Manage the day to day activities of the Transfer Agent Processing department.
  • Work with senior divisional management to highlight process gaps and make recommendations to implement changes which will enhance productivity, reduce risk and positively impact employee engagement.
  • Coordinate daily workflow / prioritization to ensure all functions operate on an efficient and timely basis and meet quality and productivity standards for the teams.
  • Develop and execute the departmental goals as well as contribute to the Client Services business plan.
  • Add value to the client experience and support the Voice of the Customer program by understanding what's important and recognizing what needs to be changed.
  • Identify staffing needs on a regular basis and provide recommendations to senior management and Human Resources.
  • Build solid partnerships across Fidelity and establish effective relationships within the mutual fund industry.
  • What We’re Looking For

  • 5 - 7 years of experience in the financial industry with strong knowledge of Transfer Agent operations
  • 3 years of experience leading and managing supervisors
  • University degree and / or college education
  • A Financial Industry specific certification is an asset (such as Canadian Securities Course (CSC) or Investment Funds Institute of Canada (IFIC))
  • The Expertise You Bring

  • Knowledge and understanding of Clients Service Operations and relevant business policies and procedures
  • Knowledge of mutual funds, including the range of associated services and features. Good understanding of the account types used for holding mutual funds (e.
  • g. RRSP, LIF / RIF / LRIF, RESP, TFSA, non-registered, etc)

  • Knowledge of government, regulatory and compliance policy / rules that govern the business
  • People management, in particular strong coaching skills. Strong communication and interpersonal skills to tailor information for a variety of audiences
  • Exceptional problem solving and analytical skills including business knowledge / acumen, budgeting, forecasting and sensitivity analysis
  • Working knowledge of regulatory, federal / provincial government framework and oversight in a financial services environment
  • Bilingualism in French and English is an asset
  • By applying to this job, you are consenting to receive an automated acknowledgement of your application. 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 e-mail 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.

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