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<h3>Job Description:</h3>The Role As the Senior Representative, Transaction Processor in OSG Operations, you will play a critical role within Fidelity’s Inbound Operations business unit. This position involves supporting a diverse range of back-office operations, including document extraction and correspondence processing through multiple input channels—fax2mail, imaging platforms, and physical mail. The Inbound team delivers transaction services across all of Fidelity’s distribution channels, driving the company's growth with high-quality, cost-effective, and innovative service solutions. Our success is built on the expertise and dedication of our talented associates. Primary Responsibilities: <ul><li>Complete correspondence processing requests by printing, retrieving, updating, reviewing and mailing letters, forms, image copies and/or original documents to enable completion of applicable customer transactions. </li></ul><ul><li>Complete extensive research to locate and respond to historical customer document retrieval requests utilizing various mainframe systems, databases, and other storage mediums, to efficiently and accurately process business partner requests. </li></ul><ul><li>Serve as a subject matter expert (SME) by assisting team members with resolving complex processing issues, providing training, and conducting secondary process reviews. </li></ul><ul><li>Identify and support workflow enhancements by participating in business process improvement (BPI) teams, offering improvement recommendations, and driving process efficiencies through change management. </li></ul><ul><li>Ensure the timely completion of administrative tasks by performing end-of-day reviews of designated processing queues. Track and enter time and volume-related data to demonstrate processing compliance and ensure reporting accuracy. </li></ul>The Expertise and Skills You Bring <ul><li>High school diploma or equivalent </li></ul><ul><li>2 years of transaction processing experience within a professional, fast paced, corporate environment. </li></ul><ul><li>Work experience in a risk-controlled environment. </li></ul><ul><li>You have excellent communication skills </li></ul><ul><li>Your ability to work independently or on a team on specific tasks </li></ul><ul><li>Your high attention to detail </li></ul><ul><li>Your ability to work effectively with computer desktop applications </li></ul><ul><li>Your ability to effectively multi-task </li></ul><ul><li>You are flexible for business needs and highly adaptive to change </li></ul><ul><li>You have a positive demeanor and ‘can do’ approach to challenges </li></ul><ul><li>You possess the ability to learn and apply knowledge to make effective processing decisions </li></ul>The Team As part of the Fidelity Brokerage and Operations Technology group, the Inbound Processing team is the backbone of transaction processing for the firm. We provide imaging, data entry, and document processing services for several Fidelity business units. Our knowledgeable team and comprehensive solutions emphasize quality, risk mitigation, and end-to-end operational efficiency, bolstering Fidelity’s ability to deliver a superior customer experience. If you thrive on continuous improvement, exceptional customer service, and team.<h3>Certifications:</h3><h3>Category:</h3>Transaction ProcessingMost 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.

Fidelity Investments

Senior Representative, Transaction Processing

Transaction Processor Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Transaction Processor to work in Covington, KY! This role will start on a 3 months contract with opportunities for extension Pay Rate: 22/hr Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. The Role Do you enjoy problem solving and working in a fast-paced office environment? Join us in Inbound Operations where you will work in a business unit supporting a broad range of activities such as retrieval of historical customer data and paper/electronic correspondence for customer requests. You will work with Internal Business partners to provide electronic or physical documentation to support outgoing correspondence and customer research needs. The role also supports management and retrieval of archived documents for the firm. In this role, you will: <ul> <li> Complete correspondence processing requests by printing, retrieving, updating, reviewing and mailing of letters, forms, image copies and/or original documents to enable completion of applicable customer transactions. </li> <li> Complete extensive research to locate and respond to historical customer document retrieval requests using various mainframe systems, databases, and other storage mediums, to efficiently and accurately process business partner requests. </li> </ul> Your role impacts several internal and external business partners as well as customers and clients of Fidelity Investments. This role is key to the success of our end-to-end process! The Expertise and Skills You Bring <ul> <li> High school diploma or equivalent </li> <li> 2 years of transaction processing experience within a professional, fast paced, corporate environment. </li> <li> Work experience in a risk-controlled environment. </li> <li> You have excellent communication skills </li> <li> Your ability to work independently or on a team on specific tasks </li> <li> Your high attention to detail </li> <li> Your ability to work effectively with computer desktop applications </li> <li> Your ability to effectively multi-task </li> <li> You are flexible for business needs and highly adaptive to change </li> <li> You have a positive demeanor and ‘can do’ approach to challenges </li> <li> You possess the ability to learn and apply knowledge to make effective processing decisions </li> </ul> Dynamic Working 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 all business days of every other week in a Fidelity office. Company Overview Fidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelity’s U.S.-based regional and investor center locations. If you would like to experience Fidelity’s diverse and inclusive workplace while expanding your skills and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit FTSJobs.com. Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:HR@ftsjobs.com" target="_blank">HR@ftsjobs.com</a> if you would like to request an accommodation. Information about Fidelity Investments 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 championing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Fidelity Investments and Fidelity TalentSource are equal opportunity employers.

Fidelity TalentSource

Transaction Processor

<h3>Job Description:</h3>The RoleBe a part of the organization that helps service the Fidelity Stock Plan Services (SPS) Financial Reporting team! In this role you will be the first line of support to a defined client base in helping to provide a platform to acquire their financial reporting requirements related to equity compensation.Serve as the client’s primary support for SPS’ financial reporting offering, with a client base typically 20 - 25 public companies consisting across all segments (Emerging, Mid, Large and Strategic). In this capacity, you are responsible for the processing and reporting of their client’s financial reporting data according to the client defined reporting schedule. You will work with their clients to establish, implement, execute, and supervise ad-hoc requests for support and analysis. The identification and development of process benchmarks and standard methodologies across the client base are important to client delivery. Analyst will train client contacts to use Plan Sponsor Workstation (PSW) and its functionality such as SPS reporting, including customized reporting dashboards, as well as Team Workspace. The Analyst is highly engaged with client contacts and builds long term relationships to provide end to end service delivery.<ul><li>As an important member of the Financial Reporting team, you will participate in all operational aspects of the reporting process; client developed scheduled reporting to ad-hoc report development (including fee for service projects).</li><li>Analyst will be a key member, along with SPS Implementation and Account Management, to implement a client’s reporting information from a legacy provider to the Fidelity Stock Plan Administration system. Provide assistance with the overall testing effort for the SPS financial team as coordinated by the SPS Product Development team.</li><li>Providing complete and accurate reporting delivery during peak volumes of the monthly/quarterly reporting cycle</li><li>Partnering with SPS Operations and SPS Client Service Managers to deliver exception full-service stock plan administration.</li><li>Assisting with SPS Product and SPS Technology partners on major product improvements to ensure business is adequately prepared to support new features and functionalities</li><li>Client advisor regarding solution-based financial report modifications within the financial section of the Plan Sponsor Workstation platform.</li><li>Crafting and maintaining required data for process measures and reporting.</li></ul>The Expertise and Skills You Bring<ul><li>Bachelor's degree or equivalent experience preferred</li><li>3-5 years of Accounting/Finance, Financial Services and/or Stock Plan Administration experience</li><li>Excel and Access skills</li><li>Certified Equity Professional (CEP) level 1 encouraged</li><li>Your strong ability to multi-task, react and think quickly</li><li>You bring a Positive “can-do” demeanor and a willingness to work across groups to get the job done</li><li>You are a team player who will consistently provide a very high level of support to the group</li><li>Your Proficiency in Microsoft Office software (Word, Excel, PowerPoint, and Outlook).</li><li>Strong operational and project management skills.</li><li>Proven success in developing presentations and reporting.</li><li>Very strong verbal and written communication skills.</li><li>You are passionate about the details and possess strong communication and organizational skills.</li><li>You're a Self-starter with strong sense of ownership and involvement is essential. Must be very proactive in approach.</li><li>You are flexible enough to work overtime if needed</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamFidelity’s SPS provides companies with outstanding administration for their equity compensation programs, including stock option, restricted stock, employee stock purchase, stock appreciation rights and performance plans. <h3>Certifications:</h3><h3>Category:</h3>OperationsMost 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.

3 Procurement / Operations Jobs in Kenton County