Stuart Simpson
Mutual Funds Operations Representative @Fidelity Canada
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WORK HISTORY
Mutual Funds Operations Representative @Fidelity Canada
Toronto, ON, CA
As a Mutual Fund Administrator at Fidelity Investments, my primary responsibilities include maintaining balanced daily reconciliations of FundSERV and cash flow, ensuring accurate and timely reporting of control accounts, and reconciling client accounts on a monthly basis. I also manage fund transfers between accounts via FundSERV, handle problematic trade investigations and corrections in accordance with ESG standards, and facilitate non-financial updates and systematic plan setups for client accounts. In addition, I provide support in processing commission payouts to advisors, contributing to efficient and effective operations within the organization.
EDUCATION
Malvern Collegiate Institute
High School, English and History
University of Toronto
Certificate in Lean Six Sigma, Business
University of Toronto
Bachelor of Arts (B.A.), Art History and English
ABOUT STUART SIMPSON
Top performer, with over ten years of experience in client-facing roles across industries including aviation, finance, and hospitality. Known for my leadership, continuous improvement, and record of creating exceptional experiences, I bring a results-driven, detail-oriented mindset and a dedication to fostering collaborative, inclusive environments. My expertise in optimizing workflows and resolving complex challenges has consistently contributed to organizational success.
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