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Senior Representative, Transaction Processing

Role overview

Qualifications

  • Verified trustworthiness and proficiency in transaction management
  • Physical endurance and capability to lift up to 50 lbs
  • Valid driver's license and capability to operate a small cargo van
  • Strong attention to detail and strict adherence to schedules

Responsibilities

  • Receive and sort mail for transaction scanning and run assembly
  • Ensure transaction systems function without errors
  • Maintain high-quality operations
  • Aid clients' financial achievements

Key facts

Hard skills

Other skills

  • Detail Oriented
  • Physical Stamina
  • Reliability
  • Willingness To Learn
  • Collaboration

About the company

Fidelity Investments logo

Fidelity Investments

Financial Services

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

Company details

IndustryFinancial Services
Company size10,001+

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Job description

Job Description:

The Role

Are accuracy and efficiency important to you? Join Fidelity Investments as a Transaction Processor to ensure our transaction systems function without errors. Responsibilities include receiving and sorting mail for transaction scanning and run assembly. You will lift up to 50 lbs and drive a small cargo van. The position works Monday through Friday, with occasional shifts on holidays and weekends. This role plays a crucial part in maintaining our high-quality operations and aiding our clients' financial achievements.


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


SHIFT: Part-time Monday, Tuesday, Friday, and Saturday 4:00am -10:30am. With the potential to go 40hrs in January.


The Expertise and Skills You Bring

To excel in this role, your expertise will be invaluable. You bring a solid background of dependability and skill in transaction management. Physical stamina to lift up to 50 lbs and a valid driver's license are essential. Your ability to stick to schedules and effectively perform transaction processing procedures will keep our operations running efficiently. Previous experience in a finance environment is preferred but not required, as we value your ambition and commitment to learning.


  • Verified trustworthiness and proficiency in transaction management
  • Physical endurance and capability to lift up to 50 lbs
  • Valid driver’s license and capability to operate a small cargo van
  • Strong attention to detail and strict adherence to schedules
  • Prior background in finance or operations is advantageous

The Team

At Fidelity Investments, we are committed to delivering outstanding service and support to our clients. Our greatest asset is our people, and our team is dedicated to encouraging a collaborative and inclusive environment where every associate can thrive. We are passionate about a culture of learning and mobility, ensuring that our team members have the resources and opportunities to grow within the company. By joining our team, you will be part of an ambitious group that values innovation and strives for excellence in every transaction we process. Together, we are determined to set new standards in the finance industries!


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 Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Brokerage Operations, Transaction Processing

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.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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