Account Administration Officer - Ottawa - Bilingual (English/French)

Scotiabank; Ottawa; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution is seeking an Account Administration Officer in Ottawa. This role involves providing administrative support to financial services, managing client accounts, facilitating transfer requests, and ensuring excellent customer service. Ideal candidates should have a university degree, bilingual proficiency in French and English, and at least 2 years of administrative experience. Join a purpose-driven team committed to success and inclusivity.

Qualifications

• 2 years of experience in an administrative or clerical position, preferably in the financial services industry.
• Bilingual in French and English is required.
• Completion of the Canadian Securities Course is an asset.

Responsibilities

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

Skills

Client service dedication

Strong organizational skills

Attention to detail

Excellent communication skills

Proactivity and initiative

Ability to manage multiple priorities

Ability to work independently

Sound capacity to assess business processes

Education

University degree or college diploma

Tools

Working knowledge of CRM2

Job description

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

As an Account Administration Officer, you will provide administrative support to the MD Private Investment Counsel and MD Management Ltd lines of business.

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

• Be responsible for the administration of client accounts, including account openings, maintenance and funding
• Facilitate transfer requests, resolve transfer inquiries, and follow up on initiated transfers

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

• 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
• Bilingual (French/English) is required
• Working knowledge of CRM2
• Completion of the Canadian Securities Course 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(s): Canada: Ontario: Ottawa

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.

Candidates must apply directly online to be considered for this role.