Senior Technical Representative

2 weeks ago

Toronto, Ontario, Canada Scotiabank Full time
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Bilingual Senior Operations Representative

The Senior Operations Representative (Bilingual) will provide day-day processing coverage of a variety of high-volume brokerage operational financial and non-financial transactions as well as ensuring integrity of client information and balances.

Operational knowledge required in this role may include but is not limited to Client Onboarding, Account Management, Certificate and Cheque Deposits, Regulatory Documentation, Brokerage Transfers, Cash Management & Registered Products.

They will possess proficient telephone, email and written communications skills when corresponding with clients, iTRADE colleagues or internal/ external partners.

To ensure the efficient and effective handling of operational / administrative financial and non-financial transactions on behalf of iTRADE brokerage clients:
Ensure transaction requests are completed within SLA and in compliance with to business policy with a high degree of competence within defined service levels
Ensure customer and corporate records are accurately maintained and reconciled in order to minimize firm exposure or risk
Ensure that client or firm risk is mitigated but reporting anomalies to the Manager
Monitor client accounts to ensure that appropriate documentation changes have been made, and correction requests have been completed
Develop and maintain a robust knowledge of department and business policies
Successful completion of industry or business line courses/ skill-building sessions as approved by manager, to ensure an up to date knowledge of industry policies and procedures

Efficiently resolve complaints and errors, using proper judgement to refer complex issues or escalations to your Manager
Perform financial corrections and adjustments in client accounts within authorized limits and/or defined approval criteria
Actively review policies and procedures posted on WealthNet and Quick Agent and request revisions to procedures as necessary to ensure current, accurate information at all times

Actively participate in team learning through active cross-training, developmental and team performance activities including team meetings and coaching sessions
Participate actively in team learning, development and team performance activities including team meetings and coaching sessions
Investigate and follow up on inquiries as required, collaborate with compliance, legal, management, etc as required
To minimize potential risk and harm for the business:
Ensure thorough knowledge and understanding in areas including anti-money laundering, anti-terrorist financing, privacy laws, compliance, legal requirements, Know Your Customer, firm / industry policies and procedures, etc
Adhere to the Guidelines for Business Conduct and Privacy Code, demonstrating a full understanding of the legal implications of dealing with customer requests while all times maintaining the confidentiality of customer information
Adhere to the policies and practices that regulate the investment Industry by escalating all complaints and /or potential risk
Education/Work Experience/Designations
Fully bilingual in English and French
Canadian Securities Course (CSC) and Conduct and Practice handbook (CPH) an asset
Prior knowledge of the securities / brokerage operations including areas such as Client Onboarding, Brokerage Transfers, Cash Management and Regulatory Documentation
Prior knowledge of financial industry policies and regulations including AML, Privacy, KYC and CASL
Ability to work with computer-based platforms and applications
Knowledge of AS400, Broadridge, SCORE, WebPost, OAM/ICON or STAR an asset
Demonstrated PC user skills including word processing, MS Office, spreadsheets, and database management
The incumbent will work independently within the boundaries of existing business policies and guidelines.

He / she is expected to demonstrate a high level of competency by processing high volumes of financial or non-financial transactions, responding to internal and client inquires and working on ad hoc projects as required.

The incumbent does not have the authority to override policy without Manager approval.
This position is physically stationary (primarily phone, meetings, computer-based). Open office environment with constant background noise
Beyond the traditional 9-5 workday, sometimes including evening / weekend work depending on business volume).

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.

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 click here . Candidates must apply directly online to be considered for this role.

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