Fidelity Smithfield , RI 02917
As a Brokerage Operations Representative you will respond to email requests and phone calls from branches, correspondents and Fidelity departments in a time sensitive, deadline driven environment.
The Expertise we are Looking For
Bachelor's Degree in in business or related concentration.
1 year job experience is required involving general accounting functions, processing or reconciliation;customer service in some capacity is required.
PC experience is required; Microsoft software including Access database, Excel and Word experience.
The Purpose of Your Role
As a Brokerage Operations Representative II you will be responsible for assigned department functions such as review and approval of Street Side and Bank Reconciliation adjustments entered in BOLA (Brokerage Online Adjustment system), researching inquiries on disbursement checks and providing copies where needed; void check processing; Abandoned Property checks reissue and re-credit requests processing, stop payment processing, ensuring trade errors are processed vs the appropriate cost center, data entry, mail distribution. You are required to meet daily deadlines. If there are heavy volumes, you will need to alert your Section Manager or Coordinator so they can try to arrange additional coverage.
The Skills You Bring
You have excellent communication skills
You have the ability to work in a time sensitive environment
Your excellent ability to work with numbers
You are a dependable problem solver with excellent organization/time management skills
You have experience in Microsoft Excel, Word, and PowerPoint
You work well independently as well as in a team environment
You have effective communication and influence skills, personally and electronically
You have the initiative to go the extra mile
Your sense of urgency and prioritization of work
Your strong communication and influence skills
Your impeccable work ethic and time management skills
Your are a fast learner and proactive
The Value You Deliver
You will assist with new hire training, helping with the policy and procedures and actively work to improve processes and service. In addition, you will utilize your strong customer service skills and communicate issues over the phone and respond well to inquiries promptly. As a problem solver you will work swiftly to resolve problems and if need be escalate the issue If immediately
How Your Work Impacts the Organization
FI Operational Accounting Processing Support Group is a back office accounting and finance group which is responsible for supporting various Fidelity company's internal and external business partners. The group observes: external audit standards, internal compliance controls, compliance to Federal legislation's, SEC regulatory requirements, and strict adherence to the Fidelity code of ethics.
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com
Fidelity Investments is an equal opportunity employer.