Fee Officer

6 months ago

Toronto, Canada Scotiabank Full time

Requisition ID: 198972

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

The Fee Officer is responsible for delivering a high level of service to Scotiatrust and Scotia Asset Management L.P. (SAM). The incumbent is responsible for supporting internal clients through frequent contact and the efficient processing of fees while assisting in identifying opportunities for service improvement.

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

- Effectively complete set up and maintenance of automated fee diaries based on approved client agreements/instructions for Scotia Asset Management (SAM) accounts and Estate and Trust accounts by printing and identifying discounts, fee schedules frequencies and anticipated market values
- Identify opportunities and manage fee setups on the semi-manual fee database through the review of established/available automated Fee Schedules and the Scotiatrust system/Fee system functionality
- Effectively code exempted assets from fee calculations according to client agreements & instructions
- Control and maintain documents received from branches by logging document types/identifier into departmental database and filing documentation accordingly
- Maintain service standards and minimize loss situations by following department policies and procedures and escalating any contentious issues to the Manager
- Continually expand your knowledge of Scotiatrust and SAM fees and processes by keeping current on procedural changes/updates and through cross-training initiatives
- Assist the department with functions related to fee processing (E.g., Reconciliations, adjustments, etc.)
- Assist in the identification of opportunities to enhance processes
- Contribute to the improvement of service levels and department reputation by maintaining a high level of responsiveness to clients
- Respond to enquiries from internal clients on a timely basis, liaising with internal departments to resolve fee set up and calculation issues
- Perform other duties as assigned

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

- Post-secondary education
- A strong working knowledge of Scotiatrust policies and procedures relating to fees
- Good judgement, organizational and analytical skills to manage situations not covered by documented policies and procedures
- Effective interpersonal skills, demonstrated verbal and written skills and the ability to interact and communicate with various levels of management and staff
- Analytical thinking to identify any deviation from procedures
- Working knowledge of Fee calculation processes and procedures and related internal policies and procedures preferred

Location(s): Canada : Ontario : Toronto

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.

  • Fee Billing Specialist

    2 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 210477 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Is this role right for you? In this role you will**: - Champion a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems, and knowledge - Carrie out crucial activities related to...

  • Fees and Revenue Manager

    6 days ago

    Toronto, Ontario, Canada Scotiabank Full time

    Are you passionate about finance and customer service?About the RoleWe are seeking a highly skilled Fees and Revenue Manager to join our team at Scotiabank. As a key member of our organization, you will be responsible for managing complex fee billing processes, supporting business lines, and providing exceptional customer service.Key ResponsibilitiesManage...

  • Fee Billing Specialist

    2 weeks ago

    Toronto, Canada Scotiabank Full time

       Requisition ID: 210477Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Fee Billing Specialist contributes to the successful day-to-day operations of Canadian Wealth Management’s Fee Group and is responsible for the management of complex fee billing processes, supporting primarily the Private...

  • Fee Billing Service Representative

    2 weeks ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 210478 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Fee Billing Service Representative is responsible for delivering an elevated level of service, supporting primarily internal clients, and is effective and efficient in all aspects of fee related matters and the processing of...

  • Avp, Fee Based Solutions

    5 months ago

    Toronto, Canada Raymond James Financial, Inc. Full time

    **AVP, Fee Based Solutions** - 2400426 - At Raymond James, _**_we _**_develop, _**_we _**_collaborate, _**_we _**_decide, _**_we _**_deliver, and _**_we _**_improve together_. Raymond James Ltd. is Canada’s leading independent investment dealers offering high quality investment products and services to Canadians seeking customized solutions to their...

  • Fee Billing Service Representative

    2 weeks ago

    Toronto, Canada Scotiabank Full time

       Requisition ID: 210478Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Fee Billing Service Representative is responsible for delivering an elevated level of service, supporting primarily internal clients, and is effective and efficient in all aspects of fee related matters and the processing of...

  • Real Estate Agent

    5 months ago

    Toronto, Canada Queensway Real Estate Brokerage Full time

    **Must be a Licensed Real Estate Agent Or Almost Completed Your Licence** No Desk Fees, No Deal Fees, No Fees Period! - Full Training and Ongoing Support (Training and support manager on call) - Full Office Use 24/7 (equipped with desks, wifi, printer/ scanner, private meeting rooms) - In-House Mortgage Brokers to qualify your clients fast - In-House Real...

  • Real Estate Agent

    5 months ago

    Toronto, Canada Queensway Real Estate Brokerage Full time

    **Must be a Licensed Real Estate Agent Or Almost Completed Your Licence** No Desk Fees, No Deal Fees, No Fees Period! - Full Training and Ongoing Support (Training and support manager on call) - Full Office Use 24/7 (equipped with desks, wifi, printer/ scanner, private meeting rooms) - In-House Mortgage Brokers to qualify your clients fast - In-House Real...

  • Senior Consultant, Fee Based Solutions

    2 weeks ago

    Old Toronto, Canada Canadian Imperial Bank of Commerce Full time

    Senior Consultant, Fee Based Solutions Apply locations Toronto, ON Time type Full time Posted on Posted 2 Days Ago Time left to apply End Date: November 18, 2024 (11 days left to apply) Job requisition id 2423998 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s...

  • Senior Consultant, Fee Based Solutions

    3 weeks ago

    Old Toronto, Canada Canadian Imperial Bank of Commerce Full time

    Senior Consultant, Fee Based Solutions Apply locations Toronto, ON Time type Full time Posted on Posted 2 Days Ago Time left to apply End Date: November 18, 2024 (11 days left to apply) Job requisition id 2423998 We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s...

  • Real Estate Salesperson

    6 months ago

    Toronto, Canada Queensway Real Estate Brokerage Full time

    **Must be a Licensed Real Estate Agent Or Almost Completed Your Licence** No Desk Fees, No Deal Fees, No Fees Period! - Full Training and Ongoing Support (Training and support manager on call) - Full Office Use 24/7 (equipped with desks, wifi, printer/ scanner, private meeting rooms) - In-House Mortgage Brokers to qualify your clients fast - In-House Real...

  • Real Estate Salesperson

    5 months ago

    Toronto, Canada Queensway Real Estate Brokerage Full time

    **Must be a Licensed Real Estate Agent Or Almost Completed Your Licence** No Desk Fees, No Deal Fees, No Fees Period! - Full Training and Ongoing Support (Training and support manager on call) - Full Office Use 24/7 (equipped with desks, wifi, printer/ scanner, private meeting rooms) - In-House Mortgage Brokers to qualify your clients fast - In-House Real...

  • Real Estate Salesperson

    2 months ago

    Toronto, Canada Queensway Real Estate Brokerage Full time

    **Must be a Licensed Real Estate Agent Or Almost Completed Your Licence** No Desk Fees, No Deal Fees, No Fees Period! - Full Training and Ongoing Support (Training and support manager on call) - Full Office Use 24/7 (equipped with desks, wifi, printer/ scanner, private meeting rooms) - In-House Mortgage Brokers to qualify your clients fast - In-House Real...

  • Park Your Real Estate Licence

    6 months ago

    Toronto, Canada Queensway Real Estate Brokerage Full time

    _** Park Your Real Estate Licence at No Monthly Cost**_ **What does Parking Your Licence Mean?** Simply put, you keep your Real Estate license with a Brokerage but will not have to Join or Pay Membership Fees to a Real Estate Board or the Associations (CREA and OREA). You are still a fully licensed Registrant with RECO during this time. **What will it...

  • Office Administrator

    5 months ago

    Toronto, Canada Uniqlo Canada Full time

    **Job Title: Office Administrator** **Location: Toronto, ON** **Reporting to: HR Manager** **About UNIQLO** UNIQLO is a brand of Fast Retailing Co. (FR), a global Japanese retail holding company that designs, manufactures and sells clothing under multiple brands including: GU, Theory, Helmut Lang, PLST (Plus T), COMPTOIR DES COTONNIERS, PRINCESSE TAM TAM,...

  • Office Coordinator, Dentistry

    4 weeks ago

    Toronto, Canada Sinai Health Full time

    Sinai Health is looking for an experienced Office Coordinator to join Sinai Health’s Dentistry Department, supporting the Graduate Program in Oral and Maxillofacial Surgery at our Mount Sinai Hospital campus **In this role you will**: - Maintain administrative systems which supports the dental office reception area of the Graduate Program in Oral and...

  • Associate Tax Officer

    5 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 182775 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Job Purpose The incumbent is responsible for providing clients and beneficiaries with Estate, Trust and Agency administration services at established service quality levels and fee rates in accordance with corporate policy and...

  • Office Manager

    3 months ago

    Toronto, Canada The Travelers Companies, Inc. Full time

    **Who Are We?** Solid reputation, passionate people and endless opportunities. That’s Travelers. Our superior financial strength and consistent record of strong operating returns mean security for our customers - and opportunities for our employees. You will find Travelers to be full of energy and a workplace in which you truly can make a...

  • St Trust Officer

    6 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 197000 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a **Trust Officer** working in a Scotia Wealth Management office, you are a trusted and experienced relationship manager supporting the company's strategy and revenue goals by profitably delivering a best in class client...

  • Administrative Officer

    3 months ago

    Toronto, Canada Scotiabank Full time

    Requisition ID: 206252 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose**: The Administrative Officer is responsible for providing administrative support for Senior Management (VPs). As a member of the Campus Operations team, you are responsible for contributing to the overall success of the...