Corporate Actions and Income Processing Specialist Sr

Responsibilities

• Interpret complex corporate action announcements and accurately publish them for clients
• Assess client impact and prepare entitlement calculations prior to posting payments
• Research and adjust for discrepancies across various depositories
• Act as a subject matter expert on corporate action events, processes, and legal documentation
• Process physical certificate exchanges for privately held securities
• Deliver high-quality customer service to internal and external stakeholders, including brokers and issuers
• Participate as a project lead or SME for departmental initiatives, audits, and risk assessments
• Assist in creating procedures to strengthen quality and risk controls

Requirements

• Completion of Post-Secondary Education or equivalent experience
• 5+ years of experience in the securities or brokerage industry
• 3+ years of experience in entitlements processing, including tax and legal implications
• Extensive knowledge of financial transaction processing, settlements, or corporate actions
• Strong analytical thinking and problem-resolution skills
• Ability to manage multiple priorities in a time-sensitive environment with strict daily deadlines

Preferred Qualifications

• Knowledge and experience with Dataphile
• Completion or enrollment in the Canadian Securities Course (CSC) or the Investment Funds Institute of Canada (IFIC)

Benefits

• Competitive base salary and discretionary performance bonus
• RRSP contribution after 6 months of employment (no employee matching required)
• Opportunity to work within an award-winning organization recognized as one of Canada's Top 100 Employers

About the Company

Fidelity Clearing Canada (FCC) is a leader in the independent clearing broker and custodian marketplace. Founded in 2009, FCC provides execution, clearing, custody, and back-office support services to Canadian-based brokerage firms and the Canadian arms of global firms. We are the second-largest clearing firm in Canada, managing $153 billion in assets under administration.