Demo

Senior Representative, Settlement Support

Fidelity Investments
Fidelity Investments Salary
Jersey, NJ Full Time
POSTED ON 3/27/2025
AVAILABLE BEFORE 4/25/2025
Job Description

The Role

As a Senior Representative, Settlement Support on the Mutual Fund Dividends team, you will use your skills to monitor Mutual Fund Corporate Actions and Distribution events. In the role you will need to conduct analysis to help understand trends, create solutions, and improve processes. There will be opportunities to work across Fidelity and contribute to system development.

The Skills And Expertise You Bring

  • 2-5 years Mutual Fund experience
  • Assist in systems testing as it related to initiatives, enhancements, and new business functionality
  • Processing of daily functions
  • Work toward becoming functional SME for all Non-Fidelity Fund processing
  • Problem resolution responsibilities
  • Research for complicated issues on corporate actions and dividends
  • Solid decision-making responsibilities
  • Microsoft Excel Efficiency

The base salary range for this position is $39,000-$61,000 per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Certifications

Category:

Brokerage Operations

Salary : $39,000 - $61,000

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