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Job Description
About The Opportunity
Job Type: Permanent
Application Deadline: 16 September 2022
Department Overview
The Documentation Management team is responsible for the production of personalized documents to support the Fidelity business as well as B2B reports and forms. We have 5 key functions:
- Document Composition
- B2B reporting
- Post Processing of Production Print data and Support
- Adhoc Customer Mailings
- Form production and maintenance
This role is part of the Documentation Management team and includes managing Adhoc Mailings with the business and third-party suppliers, production support for a number of applications relating to documentation production and ensuring our light on service is maintained. The role is for Post Processing of Production Print data and Adhoc mailings.
There is regular interaction with other business areas as well as supporting change. This role is also responsible for Adhoc Mailings starting from collection of requirements to dispatch to the third part suppliers; the business is kept aware and we meet our regulatory requirements. We are also able to assist the business with some requests where there is currently no functionality within the system to perform particular tasks.
Key Responsibilities
- By virtue of having depth knowledge of the process/procedures/systems and related departments, the individual is able to act as a key contact to work of change agenda using client communication tool (Thunderhead)/Smart Communications
- Individual understands, articulates and implements best practices related to their process/tasks
- Review process issues and provide appropriate recommendation which leads to scalable and practical solutions that can be integrated with the current practices and regulations.
- Assist in preparing processes & procedures
- Coordinate and represent the department in various Fidelity wide projects and other departmental initiatives
- Can perform and co-ordinate the entire gamut of UAT testing/Regressions/Health checks for RAS releases and system enhancements
- Develop a complete understanding of all regulatory/risk/controls aspect of the department
- Communicate effectively across all levels
- Complete feasibility and build technical specifications for the templates
- Creating sample XML files for interactive templates to run and preview letter against various conditionality’s
- Access full range of Thunderhead/Smart Communications Resources to build letter templates and packs within Thunderhead/Smart Communications in line with the business requirement
- Use of test scripts for complete testing in line with the test strategy. The individual also needs to be involved in defect resolution using quality centre in SIT and UAT Testing.
- Liaise with Thunderhead/Smart Communications and raise service requests with them
- Generating various reports from Thunderhead/Smart Communications
- Complete end to end document delivery in Thunderhead/Smart Communications
- Builds and maintains relationships and communication channels with internal customers
- Updating and Managing procedures and best practice documents for the Document Change team
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Experience And Qualifications Required
- Ability to multi task effectively, plan, organize and prioritize work
- Technical expertise – knowledge of the Thunderhead/Smart Communications systems including Business Content Studio and experience of building templates
- Experience of Template layouts and style sets
- Understanding of the data requirements for document composition.
- Industry knowledge – experience of customer documentation in a major Investment Management company.
- Proven ability to communicate and work with all levels within technology, operations and the business channels
- Self-starter/ motivator - Dynamic “can do” approach with a strong desire to make things happen.
Team Development
- Acts as role model to the team
- Maintains a productive and enjoyable working environment.
- Ensures effective quality controls and procedures are in place for work produced within the areas.
- Co-ordination and communication of key projects within the areas, for production items that have a high impact on the Operational areas within the business.
If an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
About Company
Fidelity International offers investment solutions and retirement expertise to institutions, individuals and their advisers around the world. We bring together savings and pensions expertise with world-class investment choices - both our own and those of others - to help our clients build better futures for themselves and generations to come. As a private company we think generationally and invest for the long term. Helping clients to save for retirement and other long term investing objectives has been at the core of our business for 50 years. We do this by developing specific retirement needs focused investment solutions for clients, their advisers and the defined benefit and defined contribution pension schemes around the world whose assets we manage. We also offer comprehensive services relating to investing: For individual investors and their advisers we provide guidance to help them invest in a simple and cost effective way. For institutions including pension funds, banks and insurance companies we offer full-service asset management outsourcing as well as custom tailored investment solutions. And for employers we provide workplace pension administration services on top or independently of managing their pension assets.
Important dates & deadlines?
Application Deadline
12 Nov 22, 12:00 AM IST
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