Digital Wealth Administrator Ottawa

2 weeks ago

Ottawa, Canada MD Financial Management Full time

Requisition ID: 182881

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

MD Financial Management, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Digital Wealth Administrator to join our team.
Reporting to the Senior Manager, Digital Wealth Strategy & Execution as a Digital Wealth Administrator, your primary focus will be to assist our Advisors in the day-to-day operations and administration of MD’s Digital Wealth business. You will play a critical role in partnering with our vendors to ensure MD is achieving our desired service levels and flawless quality.

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

- Improve the performance of oneself and the team by pursuing opportunities for continuous improvement, learning and foster teamwork that drives employee engagement
- You will participate in the development of new tools/solutions to address process and service delivery challenges
- You will be responsible for supporting, and at times, leading programs to support the daily operations of MD’s Digital Wealth Business
- Responsible to ensure all client requests are completed within our service level agreements and with the highest level of quality
- You’ll act a point person for the preparation of correspondence to clients and third parties, maintaining a follow up system to ensure closure is brought relative to all inquiries.
- You will lead the ongoing maintenance of client databases, ensuring all information is accurate and up to date.
- You will play a key role in the development and implementation of standard business processes, including gap identification and creation/maintenance of process documentation.

The Must Haves:

- University degree, college diploma or equivalent educational and/or professional experience with 2-3 years of experience in the financial service industry supporting advisors and/or clients
- Fluently bilingual (French and English) is preferred
- Capable of working without close supervision; ability and desire to work in a team setting
- You are a customer focus individual, where you analyze needs, provide support and offer solutions in a fast-paced environment.
- Ability to remain calm, work under pressure, meet deadlines and handle last minute requests.
- Ability to adapt and manage change.

Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have:

- The flexibility to work independently and as part of a broader team.
- An ability to proactively build trusted relationships - knowing when and which key stakeholders to reach out to at all levels of the organization
- A dedication to ongoing learning - not only related specifically to your project management, but also technology and other concerns that may impact your role.
- A sense of urgency - you make getting things done a priority.
- Unparalleled attention to detail - an understanding of the importance of efficiency AND accuracy to business deliverables.
- You embrace change - thriving in a diverse environment of ever-changing priorities.

What’s in it for you?
- We are big proponents of life-work integration and provide the flexibility and tools to achieve such.
- We believe an inclusive and diverse work environment makes for happy and productive employees.
- We offer programs and benefits to support and sustain the mental and physical health of our employees and their families.
- We offer competitive salaries and incentive programs, a defined contribution pension plan and an employee share option purchase program.
- We offer generous paid time off programs
- We offer a variety of preferred banking, credit card, mortgage and home/auto insurance options and discounts.

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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