Operations Representative

Scotiabank Global Site; Toronto; On-site; CAD 45,000 - 65,000; Full time

Job summary

A prominent financial institution is seeking an Operations Representative in Toronto. This role focuses on ensuring individual goals are met while adhering to policies and procedures. Ideal candidates will possess strong communication, analytical skills, and a post-secondary education. Experience in the investment industry is beneficial. The position offers full-time employment in a vibrant team environment.

Qualifications

• Post-secondary education is required for the role.
• Investment industry experience is ideal for candidates.
• Excellent communication skills are a must.

Responsibilities

• Provide front-line field communications on iTRADE Accounts.
• Review, process, and approve various banking-related requests.
• Administer Registered Products activities for all Business Lines.

Skills

Communication skills

Analytical thinking

Customer service

Task management

Attention to detail

Education

Post-secondary education

Business education or investment industry experience

Canadian Securities Course (considered an asset)

Tools

Excel

Word

Banking products familiarity

Job description

Requisition ID: 228047

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

The Operations Representative contributes to the overall success of the Account Maintenance Financial Team by ensuring specific individual goals, plans, and initiatives are executed and delivered in support of the team's business strategies and objectives. They will also ensure all activities conducted are compliant with governing regulations, internal policies, and procedures.

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

• Provide front-line field communications on iTRADE Accounts by investigating, resolving, and responding to phone calls, emails, and written correspondence regarding inquiries on banking activities for account types.
• Review, process, and approve various banking-related requests, including special withdrawals, transfers, and transactions.
• Analyze and resolve problem items and propose the best solution.
• Act on corrections as agreed with the field and, when required, raise issues or proposed solutions to management.
• Administer Registered Products activities for all Business Lines (iTRADE, Scotia McLeod, and Scotia Trust).
• Provide support to interdepartmental staff as required.
• Participate in various projects for iTRADE and Registered Products.
• Perform sundry duties 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:

• Post-secondary education.
• Business education and/or investment industry experience.
• Canadian Securities Course (considered an asset).
• Working knowledge of Excel and Word.
• Reconciliation experience (considered an asset).
• Familiarity with various banking products (EFT, PAC, FX, etc.).
• The ability to manage multiple tasks, priorities, and projects.
• The ability to be a self-starter, independent, task-oriented, with the ability to work with minimum supervision guided by senior management.
• Excellent communication skills, both verbal and written, and strong interpersonal skills.
• A focus on accuracy, thoroughness, and organization.
• Analytical thinking skills to break down problems.
• A focus on customer service, including correcting problems accurately.
• Strong decision-making skills.
• A focus on efficiency.
• The ability to work independently and in a team environment.

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, private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodations (including but not limited to accessible interview sites, alternate format documents, ASL interpreters, or assistive technology) during the recruitment and selection process, please inform our Recruitment team. For technical assistance, please click here. Candidates must apply directly online to be considered. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

Required Experience: Unclear Seniority

Key Skills: Data Entry, Deputy, Drafting, Hibernate, Administration Support, ActiveX

Employment Type: Full Time

Experience: years

Vacancy: 1