Fidelity Investments Employee Reviews for Processing Representative

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Mutual Fund Transactions
Processing Representative (Former Employee) –  Toronto, ON29 May 2015
If you are looking for a rewarding and engaging company, this is the place to be. They are rated as one of Toronto's best employers for a reason. They are located next to a major shopping centre, subway, go transit, and in the financial district. Above ground or under ground, choose your path every day to and from work, everyday is interesting. I believe the company tries to achieve a good work life balance, and they can live up to that.
This job requires a lot of reading various forms that come in by mail or fax from many different investment companies, and need to be processed. Its pretty convenient in that they are scanned, and you can see the items on one screen, and the software that helps you input the information in the system on the other screen. Teams are large in terms of employee to supervisor, but it works out well in that senior employees help out the new ones, and the whole team manages to get all the incoming mail and faxes done by the end of the day. If information is missing or requires verification due to clarity, you may need to send a fax or contact who sent it in to amend. Management will grade you on productivity and quality (mistakes), and given the time you are there, you will have to learn new types of transactions at a good pace, until you get to where senior employees are. I think that the work environment promotes teamwork and communicating among your co-workers, as some of the work done during the day does get reviewed by anyone of them who chooses your work and is qualified to correct it if it needs to be.
The processing department had about
  more... 60 employees when I was there so kind of large.  less
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