• Job Description

  Req#: 188377

  Requisition ID: 188377
  
  Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

  As a Transfers Administrator, you will be responsible for completing all processing activities as it relates to external transfer requests. This includes addressing branch/external firm inquiries on initiations, processing, timing, and general inquiries, regarding the account transfer process .

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

  • Ensure the delivery of customer service to our internal business lines
  • Review transfer documentation and either approve or reject
  • Answer incoming branch calls
  • Ensure that inquiry responses are on actioned in a timely manner
  • Provide prompt and accurate information / direction on ATON Transfer In inquiries, meeting or exceeding the department defined timelines and adhering to IIROC regulations and time frames
  • Complete follow through and communication to the branch on action committed to by the service call desk office
  • Accurately record statistics of all inquiries received and completed
  • Escalate problem items as necessary
  • Complete Sundry duties as assigned

  The Must Haves:

  • University degree or College diploma, preferably with a financial background
  • Experience in an administrative or clerical position, preferably within the financial services/brokerage industry
  • Knowledge of banking and book of record systems
  • Knowledge of CDS, ATON Fundserv is an asset
  • Proficient in Microsoft Office applications
  • Knowledge of securities products such as GIC’s, Equities, Mutual Funds and Bonds
  • Some knowledge of Interbroker Transfer procedures and IIROC regulatory requirements is an asset
  • General knowledge of operational and regulatory processes governing the Wealth Management industry in Canada is an asset

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

  • A dedication to client service
  • Strong organizational and problem-solving skills
  • Strong attention to detail and follow-through skills
  • Excellent verbal and written communication skills
  • Demonstrated pro-activity, initiative, and resourcefulness
  • Ability to work independently or effectively within a team
  • Ability to manage multiple priorities in a fast- paced environment
  • Ability to effectively manage change
  • Results-oriented
  • Sound capacity to assess, develop and monitor complex business processes

  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.

• About the company

  The Bank of Nova Scotia, operating as Scotiabank, is a Canadian multinational banking and financial services company headquartered in Toronto, Ontario.

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