Specialist, Client Administration

Scotiabank•Toronto, ON

1d•Onsite

About The Position

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.

Requirements

Completed post-secondary education
Experience in Transfer Agency and Back Office Operations
Proficiency in Microsoft Office including Word, Excel, Access
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.

Nice To Haves

Canadian Investment Funds Course is an asset
Knowledge of the iFAST and AWD systems considered an asset

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 manner
Report regularly to AM on the status of productivity, volume and accuracy
Perform all other duties and special projects as may be assigned