Private Investments Account Administrator & Transfers

Scotiabank; Ottawa; On-site; CAD 45,000 - 55,000; Full time

Job summary

A leading bank in the Americas is seeking an Account Administration Officer in Ottawa. This role involves managing client accounts, facilitating transfers, and requires strong organizational skills and experience in administrative positions. Ideal candidates will have a financial background and proficiency in both English and French. The position offers a dynamic work environment with a focus on client service.

Qualifications

• 2 years’ experience in an administrative or clerical position, preferably in financial services.
• Completion of the Canadian Securities Course is an asset.
• Ability to work independently or effectively within a team.

Responsibilities

• Administer client accounts including openings, maintenance and funding.
• Facilitate transfer requests and resolve inquiries.

Skills

Client service dedication

Strong organizational skills

Attention to detail

Communication skills

Ability to manage multiple priorities

Pro-activity

Resourcefulness

Bilingualism (French/English)

Education

University degree or College diploma

Tools

CRM2 knowledge

Job description

A leading bank in the Americas is seeking an Account Administration Officer in Ottawa. This role involves managing client accounts, facilitating transfers, and requires strong organizational skills and experience in administrative positions. Ideal candidates will have a financial background and proficiency in both English and French. The position offers a dynamic work environment with a focus on client service.