Brokerage Operations Specialist — Onboarding & Transfers

Scotiabank; Toronto; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading financial institution in Toronto is seeking an OLB Operations Representative for a 12-month contract. The candidate will manage high-volume brokerage transactions and ensure the integrity of client accounts. Proficient communication skills and a degree are preferred. This role offers a remote work option based on a hybrid model. Join a dedicated team focused on providing exceptional service to internal and external clients.

Qualifications

• 1+ year in a financial services industry role.
• Strong communication, organization, problem solving, and time management skills.
• Prior knowledge of direct investing operations.

Responsibilities

• Process coverage of high-volume brokerage transactions.
• Ensure integrity of client information and balances.
• Handle client requests efficiently and effectively.

Skills

Client Onboarding

Brokerage Transfers

Cash Management

Written communication

Verbal communication

Problem solving

Time management

Education

College or University degree preferred

Canadian Securities Course (CSC)

Tools

ADP

STAR

Wealth One

Microsoft Word

Microsoft Excel

Microsoft Teams

Outlook

Job description

A leading financial institution in Toronto is seeking an OLB Operations Representative for a 12-month contract. The candidate will manage high-volume brokerage transactions and ensure the integrity of client accounts. Proficient communication skills and a degree are preferred. This role offers a remote work option based on a hybrid model. Join a dedicated team focused on providing exceptional service to internal and external clients.