Specialist, Client Administration

Requisition ID: 266833

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

Purpose We are seeking a committed and dynamic individual to join our Client Administration Department located in downtown Toronto. The Client Administration team provides back-office support to our Dynamic Funds’ clients.

The role of Specialist within Client Administration is to acquire an in-depth knowledge of our systems and processes to be able to generate reports, analyze data, answer questions regarding our procedures which may come from other departments, work on special projects including testing new product launches, tools, and documenting new procedures. The Specialist works as part of the team to complete daily tasks as well as independently when asked to work on ad-hoc tasks or projects.

Responsibilities

Accurate processing of financial & non-financial mutual fund transactions

Quality control of team tasks as required

Generate, review and action data integrity reports

Respond to escalated issues and provide appropriate resolution and knowledge through effective communication

Meet individual, team, and department Key Performance Indicators (KPI)

Investigate and track system issues and develop workarounds/solutions

Work with Leadership Team to define and enhance procedures

Work with Leadership Team to update Policies and Procedures

Work with Assistant Manager to ensure all team members are fully cross-trained

Work with team to provide proactive solutions to problems and potential issues

Improve service levels by continually reviewing processes/procedures and identifying opportunities for enhancement

Participate in special projects/assignments; perform other duties as required.

Provide solutions to escalated team issues

Develop new procedures to improve the accuracy and efficiency of the department

Assist team members in managing problem resolutions

Provide guidance in addressing issues in the most efficient mannerReport regularly to AM on the status of productivity, volume and accuracy

Perform all other duties and special projects as may be assigned

Skills

Completed post-secondary education

Canadian Investment Funds Course is an asset

Experience in Transfer Agency and Back Office Operations

Proficiency in Microsoft Office including Word, Excel, Access

Knowledge of the iFAST and AWD systems considered an asset

Understanding of Mutual Funds products and Operations

Ability to multi-task

Ability to meet and maintain specified minimum productivity and quality standards

Knowledge of regulated products such as RESPs, Estates, Locked in Plans, Pensions, TFSAs, RRIFs, etc.

Familiarity with regulatory websites and ability to locate information as needed.

Benefits Scotiabank wants you to be able to bring your best self to work – and life, every day. With a focus on holistic well‑being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.

Location: Toronto, Ontario, Canada

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.

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