Senior Operations Administrator

Scotiabank; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial institution in Toronto is seeking a Senior Operations Administrator to handle Investment Executive requests efficiently. The ideal candidate should have a background in financial services, strong attention to detail, and experience in Microsoft Office. Responsibilities include authorizing transactions, reviewing documentation, and providing support to the sales team. This position is well-suited for those who excel in a team-oriented environment and can work under pressure.

Qualifications

• Experience in the Financial services industry is preferred.
• Solid understanding of wealth management business.
• Ability to work independently and multi-task in a team-oriented environment.

Responsibilities

• Authorize withdrawals of cash and securities from client accounts.
• Approve the transfer of money and securities between accounts.
• Review transaction requests and documentation for accuracy.

Skills

Attention to detail

Problem-solving skills

Teamwork

Communication skills

Education

Post Secondary Education

Canadian Securities Course

Tools

Microsoft Office

Word

Excel

Job description

Overview

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

The Senior Operations Administrator is responsible for carrying out Investment Executive requests and inquiries in a prompt and efficient manner while ensuring that policies and industry regulations are adhered to, as well as Service Level Agreement (SLA) timelines.

Responsibilities

• Authorize withdrawals of cash and/or securities from client accounts in accordance with established policies and procedures
• Approve the transfer of money and securities between accounts
• Review transaction requests and any accompanying documentation to ensure accuracy and completeness prior to processing said items
• Provide continuing education for the Sales force, identify problems, and ensure appropriate follow-up
• Review and approve estate documentation, and approve foreign exchange conversions
• Complete sundry duties as assigned

Qualifications

• Post Secondary Education & the completion of the Canadian Securities Course is preferred
• Experience in the Financial services industry is preferred
• A solid understanding of the wealth management business
• Experience working with Microsoft Office, WORD, and Excel
• The ability to work independently and multi-task in a team-oriented environment
• An ability to work well under pressure
• Strong attention to detail with a focus on accuracy
• Excellent problem-solving skills
• Excellent verbal and written communication skills

Location: Canada : Ontario : Toronto

About Scotiabank

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. If you require technical assistance, please contact the Recruitment team. Candidates must apply directly online to be considered for this role. 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.