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Brokerage Operations Representative III

Expired Job

Fidelity Smithfield , RI 02917

Posted 3 months ago

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.

Company Overview

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

Fidelity Investments is an equal opportunity employer.

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Brokerage Operations Representative III

Expired Job