Hybrid Investment Support Specialist

Scotiabank; Bogotá; Hybrid; COP 27,900,000 - 39,060,000; Full time

Job summary

ScotiaGBS in Bogota, Colombia, is seeking a detail-oriented professional to join the Investment Support team on a hybrid basis. The role involves processing transfers, managing RESP/RDSP requests, and maintaining records while adhering to regulatory requirements and internal policies.

Experience with MS Office and strong English skills (B2+) are essential; the incumbent will support multiple units as directed by leadership and contribute to efficient, accurate processing within SLAs.

Qualifications

• University degree in Accounting, Finance, Business Management, or related field.
• Minimum 6 months to 1 year of relevant working experience.
• Good knowledge of Microsoft Office applications (Excel, Word, Outlook).
• Advanced English Skills B2+.

Responsibilities

• Provide coverage on a variety of jobs within various units as determined by leadership.
• Process SSI and BNS dealer account transfers accurately and timely.
• Review and verify RESP and RDSP requests in compliance with regulations.
• Maintain accurate records of account transfer bookkeeping entries.
• Escalate concerns and coordinate resolutions with management.

Skills

Advanced English Skills B2+

Microsoft Office proficiency

Attention to detail

Education

University degree in Accounting, Finance, Business Management, or related field

Tools

RPM SSUI

IPUI

Intralink

FundSERV

FundCom

MS Power

ATON

Pega GOFS

Job description

ScotiaGBS in Bogota, Colombia, is seeking a detail-oriented professional to join the Investment Support team on a hybrid basis. The role involves processing transfers, managing RESP/RDSP requests, and maintaining records while adhering to regulatory requirements and internal policies.

Experience with MS Office and strong English skills (B2+) are essential; the incumbent will support multiple units as directed by leadership and contribute to efficient, accurate processing within SLAs.