Brokerage Reconciliation Representative I

Fidelity(1 month ago)

HybridFull TimeMedior$86,340 - $115,375 (estimated)Operations

About this role

A Brokerage Reconciliation Representative at Fidelity works within the FI Operational Accounting Bank reconciliation group to support brokerage-related reconciliations and ensure general ledger and bank activity accuracy for assigned accounts. The role focuses on resolving exceptions and analyzing activity across a range of instruments and Fidelity-specific products while operating under audit, compliance, and regulatory standards.

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Required Skills

Reconciliation
General Ledger
Banking
Problem Resolution
Analysis
Money Movements
Communication
Microsoft Excel
Time Management
Escalation

+2 more

Qualifications

Bachelor's Degree in Accounting or Finance

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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