Bilingual Transfer Officer
7 months ago
Requisition ID: 196981
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Bilingual Transfer Officer, you will contributes to the overall success of the Mutual Funds Transfers in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. You will ensures all activities conducted are in compliance with governing regulations, internal policies and procedures.
**Is This Role Right For You?**
- Provide services to dealer calls (transfer updates, transfers related information)
- Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge.
- Retrieves and processes all the transactions received and maintains the Bank’s systems up-to -date following Scotia Service Standards and agreements as per Service Level Agreement terms
- Ensures all account transfers received on a daily basis are processed in an accurate, timely and high quality way by:
- Completing, verifying and processing Transfer Forms
- Maintaining accurate records of account transfer bookkeeping entries
- Providing prompt and accurate follow-up on outstanding transfer items
- Respond to all inquiries received in a timely and knowledgeable form while fostering a relationship of mutual trust, respect and confidence.
- Supports colleagues with their training or cross-training initiatives within the department.
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
- Actively pursues effective and efficient operations of his/her respective areas, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk, regulatory compliance risk, AML/ATF risk and conduct risk, including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF Global Handbook and the Guidelines for Business Conduct.
- Champions a high performance environment and implements a people strategy that attracts, retains, develops and motivates their team by fostering an inclusive work environment; communicating vison/values/business strategy and managing succession and development planning for the team.
**Do You Have The Skills?**
- Post-Secondary Education
- Must be fluent in both English and French
- Ability to deal effectively with customer’s inquiries, complaints, referring to a Manager/Supervisor where necessary, and ensure a prompt and accurate resolution is provided to the complete satisfaction of all parties involved, the Customer, the Bank, and Investment Support department.
- Demonstrated flexibility in a constantly changing environment (procedural and automated), being versatile and able to provide cover on several posts at different times and at different levels on any given day concurrently.
- Good communication verbal and written to prepare business letters, reports and documents for customers, and external resources as required.
- Good organizational skills to manage workload and effectively assist/train employees.
- Demonstrated knowledge of Accounting Principles, Banking Operations and its linkages/interdependencies with internal and external business partners.
**Working Conditions**
- Hybrid twice a week at 4715 Tahoe Blvd, Mississauga or 1470 Alta Vista Drive, Ottawa. Requirement can change based on business needs.
Location(s): Canada : Ontario : Mississauga || 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.
-
Bilingual Operations Officer Ii
2 months ago
Mississauga, Canada Robertson and Company Full timeOur client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking. Introduction: Prime Hires is seeking a skilled Bilingual Operations Officer to join our...
-
Bilingual Operations Officer Ii
2 months ago
Mississauga, Canada Robertson and Company Full timeOur client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking. Introduction: Prime Hires is seeking a skilled Bilingual Operations Officer to join our...
-
Bilingual Operations Officer Ii
1 month ago
Mississauga, Canada Robertson and Company Full timeOur client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management, private client, commercial banking, treasury, and retail banking. Introduction: Prime Hires is seeking a skilled Bilingual Operations Officer to join our...
-
Transfer Agency Manager
6 months ago
Mississauga, Canada LRI Invest S.A. Full timeThe Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Apex has continually improved and evolved its product suite by surrounding these core administrative services with additional products spanning the full value chain of a fund; from information delivery and...
-
Bilingual Officer
6 months ago
Mississauga, Canada Scotiabank Full timeRequisition ID: 190653 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** Contributes to the overall success of the Mutual Funds Transfers in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives....
-
Vice President, Transfer Agency
6 months ago
Mississauga, Canada LRI Invest Full timeDescription The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Apex has continually improved and evolved its product suite by surrounding these core administrative services with additional products spanning the full value chain of a fund; from information...
-
Bilingual Office Administrator
6 months ago
Mississauga, Canada New Shah Impex Inc Full timeJob Title: Bilingual Office Administrator (Mandarin and English) We are seeking a highly organized and detail-oriented Bilingual Office Administrator fluent in Mandarin and English, to join our team. As a Bilingual Office Administrator, you will be responsible for overseeing various operational tasks, including payment tracking, cash management, customer...
-
Technology Transfer Project Manager
6 months ago
Mississauga, Canada Thermo Fisher Scientific Full time**Work Schedule** Other **Environmental Conditions** Office **Summary**: The Technology Transfer Project Manager (TTPM) is able to fully master technical skills with respect to client and business requirements and identifies solutions aligned with these requirements. Responsible for the effective and efficient management of client-related projects in...
-
Technology Transfer Project Manager
7 months ago
Mississauga, Canada Thermo Fisher Scientific Full time**Summary**: The Technology Transfer Project Manager (TTPM) is able to fully master technical skills with respect to client and business requirements and identifies solutions aligned with these requirements. Responsible for the effective and efficient management of client-related projects in order to enhance client service and satisfaction in the overall...
-
Manager, Technology Transfer Projects
3 months ago
Mississauga, Canada Thermo Fisher Scientific Full time**Work Schedule** Standard (Mon-Fri) **Environmental Conditions** Adherence to all Good Manufacturing Practices (GMP) Safety Standards, Office, Some degree of PPE (Personal Protective Equipment) required (safety glasses, gowning, gloves, lab coat, ear plugs etc.) **_ This is a 1 year fixed contract position_** **Summary**: Manages the coordination of...
-
Advisor Services Associate
7 months ago
Mississauga, Canada Investment Planning Counsel Full timeAdvisor Services Associate (Transfers) With your background, skills and experience you’ve already found success in the wealth management industry. Have you found your ideal firm, one that encourages you to pursue a balanced lifestyle as well as professional success? Our Operations team is currently growing!...
-
Credit Transfer Advisor
1 week ago
Mississauga, Canada Sheridan College Full timeThe Credit Transfer Advisor will work as a front-line staff and will communicate and provide information to prospective students, applicants, and current students, on a broad range of incoming transfer options. These positions are contingent on continued CTIG - Credit Transfer Institutional Grant funding. **What You’ll Be Doing** As a member of the...
-
Bilingual Customer Service Agent
6 months ago
Mississauga, Canada EcoLab Full timeJoin Ecolab Canada’s call center and become part of a dynamic team that loves their work and enjoys each other. As a respected **Bilingual Customer Service Agent (part time)**, use your high energy and social skills to partner with our customers to help them achieve maximum benefit from Ecolab’s products. As a team, we strive to exceed our objectives to...
-
Bilingual Customer Service Agent
3 months ago
Mississauga, Canada Ecolab Full timeJoin Ecolab Canada’s call center and become part of a dynamic team that loves their work and enjoys each other. As a respected **Bilingual Customer Service Agent**, use your high energy and social skills to partner with our customers to help them achieve maximum benefit from Ecolab’s products. As a team, we strive to exceed our objectives to help drive...
-
Manager, Technology Transfer Projects
4 months ago
Mississauga, Canada Thermo Fisher Scientific Full timeThis is a 1 year fixed contract position Summary: Manages the coordination of the activities of the Technology Transfer (TT) function on site and is responsible for the department results. Accountable for the performance of the team within TT and the management of the transfer projects of pharmaceutical products from clients to Thermo Fisher...
-
In-office Bilingual Claims Service Representative
3 months ago
Mississauga, Canada ClaimsPro LP Full timeCompany: ClaimsPro LP **In-office** Bilingual Claims Service Representative, Full-Time (Mississauga, ON) Role Summary This role requires the flexibility to be available between the hours of 8AM to 8PM Monday through Friday. Competencies required to succeed - Professional demeanour and strong customer service skills - Superior communication skills both...
-
Bilingual Customer Service Representative
3 weeks ago
Mississauga, Canada Fuzion Flooring Full time**Fuzion Flooring - Bilingual Customer Service Representative (FULL TIME)** **Reporting to - Customer Service Manager** **Fuzion Flooring** is a North American distributor of luxury flooring with its head office in Mississauga Ontario. At Fuzion, we are committed to going beyond expectations to offer a product, service and experience start-to-end. We...
-
Bilingual-operations Officer Ii
6 months ago
Mississauga, Canada TD Bank Full time**Bilingual-Operations Officer II**: - 423794BR **Job Category - Primary** - Operations & Underwriting **Work Location** - 4880 Tahoe Boulevard **Employment Type** - Regular **City** - Mississauga **Time Type** - Full Time **Province/State** - Ontario **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** - The Small...
-
Office Administrator
6 months ago
Mississauga, Canada NFP Corp Full time**Business Line: Shared Services** **Hours Per Week**:35 (Full-Time) **Job Duration**: Full-Time, Permanent **About the Role** **What You’ll Do** - Greet visitors and offer appropriate assistance - Copy, scan and organize office documents - Provide additional administrative support to other teams as required - Be a key component of our Health and...
-
Bilingual (French/english) Talent Acquisition
7 months ago
Mississauga, Canada goeasy Full timeIf you are looking to join one of Canada’s fastest growing companies, goeasy Ltd. is the place for you! goeasy Ltd., headquartered in Mississauga, Ontario, is a publicly traded company on the TSX. goeasy provides non-prime leasing and lending services through its easyhome, easyfinancial and LendCare brands. Supported by more than 2,200 employees, the...