Document Management Representative

Job Description

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

Current work authorization for Canada is required for all openings.

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.

Document Management Representative

Please note:

• This role has multiple openings.
• This is a contract opportunity ending on April 30, 2027.
• Applicants must be available to work rotating shifts Monday through Friday between 8:00 AM to 6:00 PM.
• The work location for this role is 483 Bay Street in Toronto until approximately late 2026, when the work location will change to the new Mississauga office at 3 Robert Speck Parkway.

Business overview

Transfer Agency Processing Support is a multi-functional area providing a wide array of services to all divisions of Fidelity Investments. The department consists of 5 distinct teams that support financial and non-financial transaction processing. Responsibilities vary from the receipt and distribution of inbound transaction requests to trade settlement.

How You’ll Make an Impact

Position overview

The Document Management Representative is responsible for distributing all incoming operational mail, cheques, faxes, emails to all related business units in Fidelity Investments in accordance with the applicable internal/external Service Level Agreements (SLAs). The focus is on quality (accurate data always, low frequency of problems), customer service (interactions that satisfy clients' needs, ability to correct problems quickly) and partnership.

The Document Management Representative maintains continuous document distribution workflow by participating in all stages of the workflow process: preparation of the documents, scanning, image validation/classification and distribution of work items to all business units in the Transfer Agent Operations and Control.

Primary responsibilities

• Ensure accurate and timely preparation of all operational documents for scanning and imaging.
• Ensure scanning of all cheque and non-cheque documents, including barcoded OCR documents, by utilizing OPEX scanners, and fully following all applicable scanning procedures.Image validation and scanning of cheque and non-cheque documentation by utilizing high-speed OPEX scanners, including ICR/OCR process, ensuring accuracy and integrity of scanned images.
• Ensure timely and highest quality distribution of all scanned and faxed items (images of the documents) by utilizing KOFAX and XTRAC workflow applications.
• Conduct authorized signature verification process (ASV) by utilizing an applicable KOFAX application.
• Execute all tasks in full accordance with the internal policies, procedures and auditing requirements.
• Execution of all other document management team related tasks as required or assigned by Team Manager.
• Add value to the client experience by understanding what's important, recognizing what needs to be done, providing stellar service and taking personal accountability for creating a positive "moment of truth" and demonstrating Fidelity core values.

What We’re Looking For

Experience

• Minimum 1-year work experience, preferably in financial services Industry.

Education

• Post-secondary degree or equivalent work experience.

Designations, Licenses, or Accreditations

• Completion of Canadian Investment Funds Course (CIFC) is an asset.

The Expertise You Bring

• Business knowledge - Basic understanding of the mutual funds industry, specifically mutual funds operations.

• Strong customer service focus.

• Strong organizational skills with the ability to multitask.

• Ability to work in a fast paced environment with strong attention to detail.

• Good verbal and written communication skills.

• Proficiency in MS Office and strong keyboarding skills.

Competitive Pay for Specialized Talent

This contract role offers a flexible, hourly compensation model that reflects your expertise and the value you bring. The hourly rate ranges from $26.00 to $40.00, based on experience and qualifications.

We offer market-aligned rates that recognize the specialized skills and agility required for this role.

We’re proud to offer a compensation package that aligns with provincial pay transparency requirements.

This posting is for an existing vacancy within our organization

Some of the ways we’ll help you feel valued and supported as part of our team:

• Flexible working arrangements - 100% remote, hybrid, and in office options
• Competitive total compensation, including company contributions to your group RRSP without a matching requirement from you
• Comprehensive health benefits that start on your first day, with 100% employer-paid premiums, that include up to $6000 annually for mental health services and therapy
• Parental leave top-up to 100% of your salary for a period of 25 weeks
• Up to $650 for home office equipment
• Generous time off policy, including 2 paid days annually to volunteer at a charity of your choice
• Diversity and inclusion programs, including an active network of Employee Resource Groups
• Extensive professional development opportunities, including access to over 11,000 training and development courses, tuition reimbursement, and monetary rewards for completing a required designation

We care a lot about fostering a compassionate, people-centric culture, and are proud to have been named one of Canada’s Top 100 employers for the last five years.

We use AI-enabled LinkedIn Hiring Assistant to support parts of our sourcing process. Every hiring decision is reviewed and finalized by our recruiters. If you choose to ask questions to the LinkedIn HR Hiring Assistant, please be mindful that the responses are not official and must be confirmed for accuracy and completeness by Fidelity. If you are selected for an interview, the recruiter who contacts you can best answer your questions.

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