Workleader

Job Description:

The Role

We are seeking a motivated and detail-oriented individual to join the Inbound Paper Processing team. In this leadership role, you will support multiple Fidelity business units by performing mail receipt, and document processing. Your focus will be on ensuring accuracy, security, and customer satisfaction. As a Workleader, you will guide the team’s daily operations and collaborate with other leads across CTC to meet service level agreements (SLAs) and drive process excellence.

The Expertise and Skills You Bring

• Experience in a fast-paced operations environment
• Strong self-motivation and ability to thrive in a team-oriented setting
• Proven ability to manage tasks with accuracy and timeliness
• Excellent verbal and written communication skills
• Strong organizational skills with the ability to prioritize and manage multiple tasks under tight deadlines
• Proficiency in navigating multiple applications and systems
• Working knowledge of Microsoft Office tools (Excel, Outlook, Word, etc.)
• Critical thinking and problem-solving abilities
• High attention to detail and ability to maintain focus for extended periods
• Ability to multitask and collaborate effectively with other team leads
• Assist with the necessary reports and represent the manager or department as needed
• Commitment to partnering with fellow Workleaders/Managers to improve processes and meet completion goals across Inbound

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

The Inbound team plays a critical role in safeguarding customer assets by accurately and efficiently processing incoming transactions. Supporting all Fidelity business units, the team handles all incoming mail transactions. All processing is completed in alignment with internal service goals and regulatory requirements to ensure timely and accurate transaction handling.

Certifications:

Category:

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

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.