Investment Support Officer

Scotiabank; Mississauga; Hybride; CAD 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

Accommodation available

Résumé du poste

Scotiabank is seeking a detail-oriented professional to perform time-sensitive Fundserv-related activities and support mutual fund operations in a hybrid (office-based) environment in Mississauga, Ontario. You will process adjustments, review exceptions, and respond to dealer inquiries while maintaining high accuracy and service standards.

Strong attention to detail, analytical and organizational skills, and the ability to manage multiple priorities are essential.

Qualifications

• Post-secondary education in Business, Finance, Commerce or an equivalent combination of education and work experience.
• Experience in financial services, investment operations, mutual funds, or a related servicing environment is an asset.
• Ability to process transactions accurately and investigate and resolve operational issues within the scope of the role.
• Strong attention to detail with a demonstrated commitment to accuracy and quality.
• Strong analytical, problem-solving and organizational skills.
• Effective written and verbal communication skills.
• Ability to organize and manage multiple priorities, adapt to changing business needs, and consistently meet established service standards.
• Ability to collaborate effectively with colleagues and business partners.

Responsabilités

• Complete time-sensitive Fundserv-related activities accurately and within established service-level agreements.
• Ensure all adjustments and transfer requests are processed accurately, completely and within SLAs; verify as assigned.
• Review and investigate transaction exceptions and outstanding items; escalate complex issues as appropriate.
• Provide prompt and complete follow-up on outstanding requests and inquiries; maintain ownership through to resolution.
• Respond to dealer and business partner inquiries in a timely, knowledgeable and professional manner; foster trust and respect.
• Escalate dealer concerns and significant operational issues through the appropriate management channel; support timely resolution.
• Organize and manage multiple priorities, deadlines across daily/weekly/monthly/yearly activities; adapt to changing needs.
• Work collaboratively as a team; share knowledge and provide operational coverage as needed.
• Support training and cross-training activities to build knowledge across functions.
• Maintain working knowledge of Scotia mutual fund products, accounts, procedures and systems.
• Identify opportunities to improve processing efficiency, service quality, controls, procedures and client/dealer experience.
• Perform ad hoc assignments and projects to support priorities.

Connaissances

Attention to detail

Analytical thinking

Communication skills

Organizational skills

Team collaboration

Formation

Business/Finance degree

Description du poste

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

• Complete time-sensitive Fundserv-related activities accurately and within established service-level agreements, demonstrating consistent attention to detail and quality of work.
• Ensure all types of adjustments and transfer requests received on a daily basis are processed accurately, completely and within established service-level agreements. Perform verification of adjustments and transfer requests as assigned.
• Review and investigate transaction exceptions, outstanding items and operational inquiries, taking initiative to resolve issues within the scope of the role and escalating complex or higher-risk matters as appropriate.
• Provide prompt, accurate and complete follow-up on outstanding requests and inquiries, maintaining ownership through to resolution.
• Respond to dealer and business partner inquiries in a timely, knowledgeable and professional manner while fostering relationships based on mutual trust, respect and confidence.
• Escalate dealer concerns and significant operational issues through the appropriate management channel and support timely resolution.
• Organize and manage multiple priorities, deadlines and recurring responsibilities across daily, weekly, monthly, and annual activities, adapting to changing business needs and priorities.
• Work collaboratively as a team by sharing knowledge, supporting colleagues, providing operational coverage as needed, and contributing to team and operational objectives.
• Support training and cross-training activities and continuously build knowledge across functions to enhance operational flexibility and coverage.
• Maintain working knowledge of Scotia mutual fund products, registered and non-registered accounts, operational procedures and supporting systems.
• Identify and recommend opportunities to improve processing efficiency, service quality, operational controls, procedures and the client and dealer experience.
• Perform ad hoc assignments, project activities and additional responsibilities as required to support the Mutual Fund Company’s operational, service and regulatory priorities.

Dimensions

• BNS Mutual Funds
• Non-Registered and Registered Accounts

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

• Post-secondary education in Business, Finance, Commerce or an equivalent combination of education and work experience.
• Experience in financial services, investment operations, mutual funds, or a related servicing environment is an asset.
• Ability to process transactions accurately and investigate and resolve operational issues within the scope of the role.
• Strong attention to detail with a demonstrated commitment to accuracy and quality.
• Strong analytical, problem-solving and organizational skills.
• Effective written and verbal communication skills.
• Ability to organize and manage multiple priorities, adapt to changing business needs, and consistently meet established service standards.
• Ability to collaborate effectively with colleagues and business partners.

Working Conditions

• Work in a standard office-based or hybrid work environment.

Non-standard hours may be required to support business needs, operational incidents, or project deliverables

Location(s): Canada : Ontario : Mississauga

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.