Client Administration Officer (6-Month Contract)

Scotia Global Asset Management; Toronto; On-site; CAD 45,000 - 65,000; Full time

Job summary

Scotiabank in Toronto is seeking a Client Administration Officer to deliver excellent client service by executing trade tickets and resolving service requests.

You will process mutual fund transactions, perform quality control, review data integrity reports, and respond to escalations with clear communication. The role supports KPI achievement and process improvements in a fast-paced environment.

Qualifications

• Minimum 2–3 years’ experience in a customer service or back-office role.
• Familiarity with mutual fund transactions and data integrity processes.
• Strong verbal and written communication skills.
• Ability to prioritize and organize incoming workload.

Responsibilities

• Accurately process mutual fund transactions and trade tickets.
• Perform quality control of team tasks and data integrity reports.
• Respond to client escalations with effective resolution and knowledge.
• Meet individual, team, and department KPIs.
• Collaborate with leadership to improve procedures and policies.
• Cross-train team members and support proactive problem solving.

Skills

Customer service

Back-office experience

Attention to detail

Communication skills

Multi-tasking

Time management

Data integrity

Problem solving

Coaching/feedback

Cross-training

Tools

iFast

AWD

Job description

Requisition ID: 273950

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

Purpose

The Client Administration Officer is responsible for providing excellent service to clients by executing trade tickets and resolving service requests.

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

• Accurately process financial & non-financial mutual fund transactions
• Perform Quality control of team tasks as required
• Review and action data integrity reports
• Place outbound calls to resolve NIGO items
• Respond to escalated calls from clients and provide appropriate resolution and knowledge through effective communication
• Meet individual, team, and department Key Performance Indicators (KPI)
• Investigate and track system issues and develop workarounds/solutions
• Work with leadership team to define and enhance procedures & update Policies and Procedures
• Work with Assistant Manager to ensure all team members are fully cross trained
• Work with the team to provide proactive solutions to problems and potential issues
• Improve service levels by continually reviewing processes/procedures and identifying opportunities for enhancements
• Participate in special projects/assignments; perform other duties as required.

Skills

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

• Minimum 2-3 years’ experience in a customer service or back-office environment
• Knowledge of industry databases (i.e. iFast, AWD) is an asset
• Good product knowledge (funds, account characteristics, industry knowledge)
• Strong problem-solving skills
• A focus on attention to detail
• Effective verbal & written communication skills
• The ability to prioritize & organize incoming work
• An ability to coach and provide feedback to team members on performance
• The ability to cross train team members to perform tasks
• Excellent time management skills
• The ability to multi-task and work in a fast-paced, constantly changing environment
• The ability to meet and maintain specified minimum productivity and quality standards
• Multiple vacancies available

#SGAM

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.

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.