- 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 fee-based system perspective
- Perform day-to-day activities related to Fee Based Asset Programs by ensuring that all administrative tools (applications, WealthNet, etc.) are kept current
- Assist Advisor Teams with support when inputting Fee Schedules to ensure accuracy in PureFees prior to calendar quarter-end
- 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
- University degree, college diploma in Business or Finance preferred
- 2 years' experience within retail operations, particularly in full-service advisory and/or self-directed investing
- Completion of the Canadian Securities Course (CSC) is an asset
- Familiarity with a variety of enterprise system technologies (e.g., web-based, mainframe, AS/400,relational databases); experience with Broadridge, PureFacts, Salesforce, PureFees, Charles River, WealthOne or other securities brokerage applications is an asset
- A client-focused mindset, providing a superior client experience for all clients and Advisors
- Results oriented
- Strong multi-tasking 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
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Fee Based Operations Admin Support - Toronto, Canada - Scotiabank
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:
Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:
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, please click 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.
