Investment Support Officer

Requisition ID: 274412

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

Contributes to the overall success of the Mutual Fund Company by providing timely, accurate and high-quality operational support for mutual fund transactions and dealer inquiries. The Investment Support Officer ensures assigned activities are completed in accordance with regulatory requirements, internal policies, procedures and established service standards.

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

• Complete time-sensitive Fundserv-related activities accurately and within established service-level agreements, demonstrating consistent attention to detail and quality of work.
• Ensure all types of adjustments and transfer requests received on a daily basis are processed accurately, completely and within established service-level agreements. Perform verification of adjustments and transfer requests as assigned.
• Review and investigate transaction exceptions, outstanding items and operational inquiries, taking initiative to resolve issues within the scope of the role and escalating complex or higher-risk matters as appropriate.
• Provide prompt, accurate and complete follow-up on outstanding requests and inquiries, maintaining ownership through to resolution.
• Respond to dealer and business partner inquiries in a timely, knowledgeable and professional manner while fostering relationships based on mutual trust, respect and confidence.
• Escalate dealer concerns and significant operational issues through the appropriate management channel and support timely resolution.
• Organize and manage multiple priorities, deadlines and recurring responsibilities across daily, weekly, monthly, and annual activities, adapting to changing business needs and priorities.
• Work collaboratively as a team by sharing knowledge, supporting colleagues, providing operational coverage as needed, and contributing to team and operational objectives.
• Support training and cross-training activities and continuously build knowledge across functions to enhance operational flexibility and coverage.
• Maintain working knowledge of Scotia mutual fund products, registered and non-registered accounts, operational procedures and supporting systems.
• Identify and recommend opportunities to improve processing efficiency, service quality, operational controls, procedures and the client and dealer experience.
• Perform ad hoc assignments, project activities and additional responsibilities as required to support the Mutual Fund Company’s operational, service and regulatory priorities.

Dimensions

• BNS Mutual Funds
• Non-Registered and Registered Accounts
• Systems: IntraLink, GOFS PEGA, FundSERV, Funds360, PrimeWeb

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

• Post-secondary education in Business, Finance, Commerce or an equivalent combination of education and work experience.
• Experience in financial services, investment operations, mutual funds, or a related servicing environment is an asset.
• Ability to process transactions accurately and investigate and resolve operational issues within the scope of the role.
• Strong attention to detail with a demonstrated commitment to accuracy and quality.
• Strong analytical, problem-solving and organizational skills.
• Effective written and verbal communication skills.
• Ability to organize and manage multiple priorities, adapt to changing business needs, and consistently meet established service standards.
• Ability to collaborate effectively with colleagues and business partners.

Working Conditions

• Work in a standard office-based or hybrid work environment.

Non-standard hours may be required to support business needs, operational incidents, or project deliverables

Location(s):  Canada : Ontario : Mississauga 

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.