Account Administration Officer - Urgent Position

We are looking for a creative Account Administration Officer to join our dynamic team at Scotiabank in Ottawa, ON.
Growing your career as a Full Time Account Administration Officer is an awesome opportunity to develop productive skills.
If you are strong in persuasion, cooperation and have the right initiative for the job, then apply for the position of Account Administration Officer at Scotiabank today!

 

 

 

 

Requisition ID: 177631

Cost Centre : MD Operations 

 

 

We are committed to investing in our employees and helping you continue your career at Scotiabank.

 

MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Account Administration Officer to join our team.

 

As an Account Administration Officer, you will be responsible for providing administrative support to the MD Private Investment Counsel and MD Management Ltd lines of business.

 

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

• Be responsible for the administration of client accounts including account openings, account maintenance and account funding
• Facilitate transfer requests, resolve transfer inquiries, and follow up on initiated transfers

 

The Must Haves:

• University degree or College diploma, preferably with a financial background
• 2 years’ experience in an administrative or clerical position, preferably within the financial services industry
• Working knowledge of CRM2 
• Completion of the Canadian Securities Course is considered an asset
• Bilingualism (French/English) 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 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

 

 

What’s in it for you?

• We are big proponents of life-work integration and provide the flexibility and tools to achieve such.
• We believe an inclusive and diverse work environment makes for happy and productive employees.
• We recognize the importance of well-being and offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
• We know that financial security is important to you and we’re here to help – competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
• We realize time away to recharge is a non-negotiable – we offer a generous paid time off program in which the benefits increase along with your tenure with MD. Our team environment ensures you’re able to take time off without worrying about your clients.
• We understand that cost-effective banking solutions mean more money in your pocket – through our partnership with Scotia, we offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.
• We love discounts. Through the WorkPerks program, as an employee of MD you’ll have access to thousands of discounts with various vendors across Canada.

 

Location(s): Canada : Ontario : Ottawa

 

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.

 

Benefits of working as a Account Administration Officer in Ottawa, ON:

● Learning opportunities
● Opportunities to grow
● Competitive salary