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Senior Operations Administrator

  • Toronto, ON, M5J 2M4, Canada

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Original job description

Requisition ID: 275643

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

The Senior Operations Administrator is responsible for carrying out Investment Executive requests and inquiries in a prompt and efficient manner while ensuring that policies and industry regulations are adhere to, as well as Service Level Agreement (SLA) timelines.

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

  • Authorize withdrawals of cash and/or securities from client’s accounts in accordance with established policies and procedures
  • Approve the transfer of money and securities between accounts
  • Review transaction requests and any accompanying documentation to ensure accuracy and completeness prior to processing said items  
  • Provide continuing education for the Sales force, identify problems, and ensure appropriate follow-up
  • Review and approve foreign currencies conversions
  • Complete sundry duties as assigned

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 & the completion of the Canadian Securities Course is preferred
  • Experience in the Financial services industry is preferred
  • A solid understanding of the wealth management business
  • Experience working with Microsoft Office, WORD, and Excel
  • The ability to work independently and multi-task in a team-oriented environment
  • An ability to work well under pressure
  • Strong attention to detail with a focus on accuracy
  • Excellent problem-solving skills
  • Excellent verbal and written communication skills

Location(s):  Canada : Ontario : Toronto 

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.

More about this job

Responsibilities

The Senior Operations Administrator manages investment executive requests by processing cash and securities transactions while ensuring adherence to policies and regulations. They are also responsible for reviewing documentation for accuracy, providing education to the sales force, and handling foreign currency conversions.

Requirements

Candidates should have post-secondary education and a solid understanding of the wealth management business, with the Canadian Securities Course preferred. Proficiency in Microsoft Office and strong verbal and written communication skills are required for this role.

Skills

  • Wealth management
  • Financial services
  • Transaction processing
  • Cash management
  • Securities transfer
  • Foreign currency conversion
  • Problem-solving
  • Attention to detail
  • Communication skills
  • Microsoft Office
  • Word
  • Excel
  • Multi-tasking
  • Regulatory compliance

Visa sponsorship

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Categories

  • Finance & Accounting
  • Administrative
  • Management & Leadership

Keywords

  • Operations
  • Wealth Management
  • Financial Services
  • Canadian Securities Course
  • Compliance
  • SLA
  • Transaction Processing
  • Cash Management
  • Securities
  • Foreign Currency
  • Microsoft Office
  • Word
  • Excel
  • Banking
  • Investment
  • Administration
  • Regulatory Compliance

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