Senior Representative, Settlement Support
Job Description
Job Description:
The Role
As a Senior Representative, Settlement Support member on the Mutual Fund Dividends team, you will use your skills to monitor Mutual Fund Corporate Actions and Distribution events. In the role you will need to conduct analysis to help understand trends, create solutions, and improve processes. There will be opportunities to work across Fidelity and contribute to system development.
The Skills and Expertise You Bring
Mutual Fund experience is a plus
Assist in systems testing as it related to initiatives, enhancements, and new business functionality
Processing of daily functions
Work toward becoming functional SME for all Non-Fidelity Fund processing
Problem resolution responsibilities
Research for complicated issues on corporate actions and dividends
Solid decision-making responsibilities
Microsoft Excel Efficiency
College degree
The Team
Operations and Services Group (OSG) provides superior customer service support to Fidelity's brokerage businesses through innovation, dedication and commitment to excellence. The OSG Mutual Funds division is part of Client and Fund Services and provides operational excellence across our Mutual Fund offering (Mutual Fund Product Database, Order Room, Corrections, Transfer of Assets, Dividends and Reconciliation).
The base salary range for this position is $40,000-76,000 USD per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:
Category:
Brokerage OperationsJob Description:
The Role
As a Senior Representative, Settlement Support member on the Mutual Fund Dividends team, you will use your skills to monitor Mutual Fund Corporate Actions and Distribution events. In the role you will need to conduct analysis to help understand trends, create solutions, and improve processes. There will be opportunities to work across Fidelity and contribute to system development.
The Skills and Expertise You Bring
Mutual Fund experience is a plus
Assist in systems testing as it related to initiatives, enhancements, and new business functionality
Processing of daily functions
Work toward becoming functional SME for all Non-Fidelity Fund processing
Problem resolution responsibilities
Research for complicated issues on corporate actions and dividends
Solid decision-making responsibilities
Microsoft Excel Efficiency
College degree
The Team
Operations and Services Group (OSG) provides superior customer service support to Fidelity's brokerage businesses through innovation, dedication and commitment to excellence. The OSG Mutual Funds division is part of Client and Fund Services and provides operational excellence across our Mutual Fund offering (Mutual Fund Product Database, Order Room, Corrections, Transfer of Assets, Dividends and Reconciliation).
The base salary range for this position is $40,000-76,000 USD per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:
Category:
Brokerage OperationsAbout Fidelity Investments
At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
*Specifically serviced by our Clearing & Custody team within Fidelity Institutional
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.
Related Jobs
City : Chesterfield State : Missouri (US-MO) Country : United States (US) Requisition Number : 42929 A Day In The Life:This position will be responsible for assisting the Director, Corporate Operation...
City : Chesterfield State : Missouri (US-MO) Country : United States (US) Requisition Number : 42930 A Day In The Life:The Financial Reporting Systems Manager acts as a global subject matter/technical...
City : Chesterfield State : Missouri (US-MO) Country : United States (US) Requisition Number : 42927 A Day In The Life:The Accounts Payable Manager, North America, is a key leadership role within the...
City : Chesterfield State : Missouri (US-MO) Country : United States (US) Requisition Number : 42929 A Day In The Life:This position will be responsible for assisting the Director, Corporate Operation...
City : Chesterfield State : Missouri (US-MO) Country : United States (US) Requisition Number : 42930 A Day In The Life:The Financial Reporting Systems Manager acts as a global subject matter/technical...
City : Chesterfield State : Missouri (US-MO) Country : United States (US) Requisition Number : 42927 A Day In The Life:The Accounts Payable Manager, North America, is a key leadership role within the...
City : Chesterfield State : Missouri (US-MO) Country : United States (US) Requisition Number : 42929 A Day In The Life:This position will be responsible for assisting the Director, Corporate Operation...
City : Chesterfield State : Missouri (US-MO) Country : United States (US) Requisition Number : 42930 A Day In The Life:The Financial Reporting Systems Manager acts as a global subject matter/technical...
City : Chesterfield State : Missouri (US-MO) Country : United States (US) Requisition Number : 42927 A Day In The Life:The Accounts Payable Manager, North America, is a key leadership role within the...
City : Chesterfield State : Missouri (US-MO) Country : United States (US) Requisition Number : 42929 A Day In The Life:This position will be responsible for assisting the Director, Corporate Operation...
City : Chesterfield State : Missouri (US-MO) Country : United States (US) Requisition Number : 42930 A Day In The Life:The Financial Reporting Systems Manager acts as a global subject matter/technical...
City : Chesterfield State : Missouri (US-MO) Country : United States (US) Requisition Number : 42927 A Day In The Life:The Accounts Payable Manager, North America, is a key leadership role within the...
City : Chesterfield State : Missouri (US-MO) Country : United States (US) Requisition Number : 42929 A Day In The Life:This position will be responsible for assisting the Director, Corporate Operation...
City : Chesterfield State : Missouri (US-MO) Country : United States (US) Requisition Number : 42930 A Day In The Life:The Financial Reporting Systems Manager acts as a global subject matter/technical...
City : Chesterfield State : Missouri (US-MO) Country : United States (US) Requisition Number : 42927 A Day In The Life:The Accounts Payable Manager, North America, is a key leadership role within the...
Fidelity Investments would like you to finish the application on their website.
