Account Administration Officer - Ottawa

Scotiabank; Ottawa; On-site; CAD 50,000 - 65,000; Full time

Job summary

A leading bank in the Americas is seeking an Account Administration Officer in Ottawa to provide essential administrative support to investment services. The role requires a university degree or college diploma with a financial background and experience in administrative positions. Key responsibilities include managing client accounts and facilitating transfer requests. Excellent communication skills and attention to detail are crucial for success in this dynamic environment.

Qualifications

• 2 years’ experience in an administrative or clerical position, preferably in financial services.
• Bilingualism (French/English) is an asset.
• Completion of the Canadian Securities Course is an asset.

Responsibilities

• Administer client accounts including openings, maintenance, and funding.
• Facilitate transfer requests and resolve inquiries.

Skills

Client service dedication

Strong organizational skills

Attention to detail

Excellent verbal communication

Ability to manage multiple priorities

Education

University degree or College diploma

Tools

CRM2

Job description

Overview

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

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

Qualifications & Skills

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

Location

Location(s): Canada : Ontario : Ottawa

About Scotiabank

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.

Accommodation

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.