Team Manager - Estates

Job Description

Contract position (ending 1 Sept 2027) at Fidelity Clearing Canada (FCC). The role is located at 483 Bay Street, Toronto until late 2026, then at 3 Robert Speck Parkway, Mississauga. Requires current Canadian work authorization. Flexible hybrid schedule.

Key Responsibilities

• Oversee daily estate processing activities, including documentation review (e.g., wills, probate, letters of direction), account closures, and asset distributions
• Manage workloads across queues to ensure timely completion of estate cases in accordance with SLOs
• Review transactions completed by associates to ensure accuracy and identify trends, errors, or process gaps
• Provide subject‑matter expertise in estate processing, including regulatory and tax considerations impacting estate accounts
• Identify and implement process improvements to streamline estate case handling and enhance client experience
• Lead esc...