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    Operations Representative - Toronto, Canada - Scotiabank

    Scotiabank
    Scotiabank Toronto, Canada

    1 month ago

    Scotiabank background
    Paid Work
    Description

    Operations Representative

    Requisition ID: 196929

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

    As an Operations Representative, you will be responsible for processing, documenting, filing, and preparing packages relating to the operation of Registered Retirement Income Plans, Registered Education Savings, Tax Free Savings, Registered Retirement Savings, non-registered accounts, and Locked-In plans across all business lines. You will also ensure all incoming and outgoing documentation is filed and distributed, as well as review and prepare documentation/packages/reports to ensure accuracy.

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

    • Be responsible for the support and back-office functions for the team
    • Review, document and distribute incoming/outgoing documents for the team
    • Assign case work as per guidelines
    • Be responsible for daily, weekly, and monthly disbursements of payment and tax slips to CRA as required
    • Intercept and report problem items to the team as encountered
    • Prepare exception reports as assigned
    • Process and assist other representatives with Estate related documentation, processing, and verifications
    • Sundry duties as assigned

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

    • Business education and/or investment industry experience
    • An ability to manage multiple tasks, priorities, and projects
    • Initiative-taker and independent task oriented, with an ability to work with minimum supervision
    • Strategic and analytical skills
    • Effective communication skills both verbal and written and strong people skills
    • Attention to detail and are thorough and efficient
    • A clear focus on client service
    • Team oriented

    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.

    At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, pleaseclick here ) . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.


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