Assistant Manager, Client Administration (Dynamic Funds)

Scotiabank; Toronto; On-site; CAD 65,000 - 90,000; Full time

Job summary

Scotiabank's Dynamic Funds division in Toronto is seeking an Assistant Manager, Client Administration to lead a team, address escalated client issues, and drive quality control.

You will develop and implement policies, conduct monthly team meetings, plan cross-training, evaluate performance, and collaborate with leaders to meet service levels and accurate client account reconciliations.

Qualifications

• Experience in the mutual funds industry.
• MS Office proficiency (Excel, Access & Word).
• Experience in a leadership role.
• Excellent organization and planning skills.
• Proven ability to lead and motivate a team.
• Ability to adapt to change and take on challenges.
• Ability to perform duties with minimal direction.
• Strong interpersonal skills.
• Experience working within a team environment.
• Excellent problem-solving and decision-making skills.
• Effective verbal & written communication skills.
• Detail oriented with the ability to delegate and meet strict deadlines.

Responsibilities

• Develop and evaluate policies & procedures
• Conduct/attend monthly team meetings
• Plan & implement team cross-training schedule
• Develop, create & execute job performance evaluations
• Develop new procedures to improve the accuracy and efficiency of the department
• Assist team members in managing problem resolutions
• Work closely with other leaders to meet or exceed service levels
• Consult with other leaders to establish workflow changes to meet department needs
• Resolve issues with Trust Accounting on reconciliation of client accounts
• Respond to escalated service issues and serve as a key contact person for business partners
• Manage high volumes of work and elevate issues regarding service levels
• Report regularly on the status of productivity, volume, and accuracy
• Actively champion department and corporate goals
• Perform other duties and special projects as assigned

Skills

Leadership

Team motivation

Communication

Interpersonal skills

Problem solving

Time management

Adaptability

Detail oriented

Delegation

Team collaboration

Tools

MS Office

Excel

Access

Word

Job description

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Title: Assistant Manager, Client Administration (Dynamic Funds)

Requisition ID: 274992

Dynamic Funds is a wholly owned subsidiary of Scotiabank, headquartered in Toronto. Dynamic Funds was established as a small investment club in Montreal in 1957, where it was a pioneer in providing professional investment advice to retail investors. Since then, we have evolved to become one of Canada's most recognized wealth management firms. We offer a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline. Our financial solutions include open and closed-end investment funds, fee-based, tax-advantaged and customized high-net-worth programs

Purpose:

The Assistant Manager, Client Administration is responsible for leading a team of professionals, and addressing escalated client issues, quality control, while supporting and motivating the team.

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

• Develop and evaluate policies & procedures
• Conduct/attend monthly team meetings
• Plan & implement team cross-training schedule
• Develop, create & execute job performance evaluations
• Develop new procedures to improve the accuracy and efficiency of the department
• Assist team members in managing problem resolutions
• Work closely with other leaders to meet or exceed service levels
• Consult with other leaders to establish workflow changes to meet department needs
• Resolve issues with Trust Accounting on reconciliation of client accounts
• Respond to escalated service issues and serve as a key contact person for business partners
• Manage high volumes of work and elevate issues regarding service levels
• Report regularly on the status of productivity, volume, and accuracy
• Actively champion department and corporate goals
• Perform other duties and special projects 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:

• Experience in the mutual funds industry
• Knowledge of MS Office (i.e. Excel, Access & Word)
• Experience in a leadership role
• Excellent organization and planning skills
• Proven ability to lead and motivate a team
• The ability to accept challenges and adapt to change
• The ability to perform duties with minimal direction
• Strong interpersonal skills
• Experience working within a team environment
• Excellent problem-solving and decision-making skills
• Effective verbal & written communication skills
• Detail oriented with the ability to delegate and meet strict deadlines

Interested?

At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That is why we work to grow and diversify talent and engage employees in a performance-oriented culture.

What's in it for you?

Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.

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. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.