Account Administration Officer - Bilingual - Ottawa

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. In this role, you will be responsible for the administration of client accounts including account openings, account maintenance and account funding. You will also facilitate transfer requests, resolve transfer inquiries, and follow up on initiated transfers.

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
• Bilingual - fluent in French/English is required
• 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

Nice To Haves

• Completion of the Canadian Securities Course 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