Client Administration Officer - Toronto, Canada - Scotiabank

Scotiabank

Verified Company

Toronto, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 167078

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

PURPOSE OF JOB
We are seeking a committed and dynamic individual to join our Client Administration Department located in downtown Toronto. The Client Administration team provides back office support to our Dynamic Funds clients.

KEY ACCOUNTABILITIES

Provide a high level of support to internal teams such as Sales and Dealer Relations as well as external Mutual Fund dealers.
Update and maintain our database of Financial Advisor profiles by accurately processing nonfinancial transactions.
Investigate, research and perform analysis of documentation in order to maintain integrity of advisor profiles.
Review and complete daily data integrity reports
Review and respond to adhoc inquiries from our Sales team in an accurate and timely manner.
Work with team to provide proactive solutions to problems and potential issues
Participate in special projects/assignments; perform other duties as required

FUNCTIONAL COMPETENCIES

Minimum 2 years of experience in backoffice environment
Experience in the mutual fund industry, either with a Fund Manufacturer or Dealer.
Strong ability to problem solve, investigate and research historical account activity/records with an eye to using sound judgement is a MUST.
Intermediate experience with Salesforce and Microsoft Excel is a highly desirable asset
Knowledge of iFAST and AWD is a very strong asset.
Excellent verbal & written communication skills
Ability to learn quickly by documenting and retaining information provided in training sessions
Excellent time management skills
Ability to work in a fastpaced, constantly changing environment
Ability to multitask
Ability to meet and maintain specified minimum productivity and quality standards

EDUCATIONAL REQUIREMENTS

Completed postsecondary education
Completion of Canadian Investment courses through CSI or IFIC is a strong asset

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas

Guided by our purpose:
"for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.