Account Administration Officer

Scotiabank • Ottawa, ON

3d • Onsite

About The Position

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.

Requirements

• 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
• 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
• The ability to work independently or effectively within a team
• The ability to manage multiple priorities in a fast- paced environment
• The ability to effectively manage change
• A focus on results
• A sound capacity to assess, develop and monitor complex business processes

Nice To Haves

• Completion of the Canadian Securities Course is an asset
• Bilingualism (French/English) is an asset

Responsibilities

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree