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 Operations

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