First Nations/metis/inuit:account Administration

1 week ago

Ottawa, Ontario, Canada MD Financial Management Full time
Requisition ID: 181981

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

Posted pursuant to Scotiabank's Special Measure Program under the Employment Equity Act and Canadian Human Rights Act.

While you must be an Indigenous person in order to submit your resume, participation is completely voluntary.

Please use the definition below to make sure you're eligible and open to self-identifying as Indigenous person:

Indigenous Peoples include First Nations, Métis and Inuit people. Only those Indigenous peoples who come from Canada should identify themselves as belonging to this designated group.


MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Account Administration Officer to join our team.

As an Account Administration Officer, you will be responsible for providing administrative support to the MD Private Investment Counsel and MD Management Ltd lines of business.

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

  • Be responsible for the administration of client accounts including account openings, account maintenance and account funding
  • Facilitate transfer requests, resolve transfer inquiries, and follow up on initiated transfers

The Must Haves:

  • University degree or College diploma, preferably with a financial background
  • 2 years' experience in an administrative or clerical position, preferably within the financial services industry
  • Working knowledge of CRM
  • Completion of the Canadian Securities Course is considered an asset
  • Bilingualism (French/English) is an asset
Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

  • A dedication to client service
  • Strong organizational skills
  • Strong attention to detail and followthrough skills
  • Excellent verbal and written communication skills
  • Demonstrated proactivity, initiative, and resourcefulness
  • Ability to work independently or effectively within a team
  • Ability to manage multiple priorities in a fast
- paced environment

  • Ability to effectively manage change
  • Resultsoriented
  • Sound capacity to assess, develop and monitor complex business processes
Location(s): Canada : Ontario : Ottawa

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.

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