Fee Based Operations Admin Support - Toronto, Canada - Scotiabank

Scotiabank

Verified Company

Toronto, Canada

4 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Requisition ID: 199115

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

In the role of Fee Based Operations Admin Support, you will be responsible for contributing to the day-to-day operations of Scotia McLeod's broad suite of Fee Based and Managed Assets Programs.

You will also be responsible for developing and managing relationships with Scotia McLeod's internal and external partners and service providers, providing value and support to the business.

All responsibilities are carried out in accordance with Scotiabank Wealth Management's values and guiding principles and in adherence to the Scotiabank Code of Conduct & Privacy principles.

Is this role right for you? In this role you will:

Provide comprehensive support to ScotiaMcLeod Advisors and teams by delivering training and guidance on all Fee Based program features, policies, and system processes
Proactively enhance the onboarding process for experienced Advisor teams from a feebased system perspective
Assist Advisor Teams with support when inputting Fee Schedules to ensure accuracy in PureFees prior to calendar quarterend
Contribute to the effective functioning of the Fee Based Program, Products & Services team by building effective working relationships across the team and with various business lines
Maintain a high level of client service by facilitating a culture of open and honest communication and actively share knowledge and experience to enhance the development of all team members

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

University degree, college diploma in Business or Finance preferred
2 years' experience within retail operations, particularly in fullservice advisory and/or selfdirected investing
Completion of the Canadian Securities Course (CSC) is an asset
A clientfocused mindset, providing a superior client experience for all clients and Advisors
Results oriented
Strong multitasking skills
Effective time management and priority management skills
Individually motivated and strong relationship building skills
Effective communication skills with an ability to clearly communicate, simplify complex issues, creatively problem solve, resourcefully overcome obstacles, and nimbly manage priorities across several initiatives
An ability to work under pressure and produce deliverables at high standards

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.