Client Reporting Specialist

4 weeks ago

Ottawa, Canada MD Financial Management Full time

Requisition ID: 181700

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 Client Reporting Specialist to join our team.

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

- Execute Canadian tax production and CRM2 activities accurately and within regulatory deadlines
- Identify, document, and support resolution of system defects and process gaps
- Collaborate with internal and external composition and printing partners as it related to tax and CRM2 activities
- Develop and maintain related procedure and work instruction documents, and regularly review and update as required
- Establish processes and procedures that facilitate continuous process improvement on all tax production processes, and ensure operational efficiency of the production processes

**The Must Haves**:

- Experience in tax reporting in a financial services environment
- Working knowledge of Microsoft Excel
- College or University degree related to Commerce is an asset
- Tax related courses, certifications, or completion of Canadian Securities Course (CSC) is an asset
- Working knowledge of SPM/Confluence software 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**:

- Critical thinking skills and are enthusiastic about delivering quality service
- Strong reconciliation and analytical skills
- Excellent verbal and written communication skills
- Demonstrated pro-activity, initiative, and resourcefulness
- The ability to work independently or effectively within a team
- The ability to manage multiple priorities in a fast
- paced environment
- The ability to effectively manage change
- A results-oriented mindset
- The capacity to assess, develop and monitor complex business processes

**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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