Onboarding Support Specialist
3 weeks ago
Requisition ID: 210636
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As an Onboarding Support Specialist, you will be responsible for providing support to the Canadian Wealth Management (CWM) businesses in all account opening & maintenance activities. You will provide direction and support on matters of policy and procedures, with specific expertise in complex areas of Anti-money Laundering, QI (IRS), FATCA, CRS, KYC, CIRO & REG 1300 regulations.
**Is this role right for you? In this role you will**:
- Provide prompt, accurate and exceptional support to CWM advisor teams, branch staff and Branch Managers
- Liaise with Head Office departments, including but not limited to, National Supervision, Sales Management, and the ScotiaWealth Service Centre to assist CWM businesses with questions or issues related to onboarding
- Exercise discretion in correcting problems promptly and indefensibly, ensuring all operational and support issues are escalated when needed
- Provide expertise, leadership, direction, and support of all internal onboarding audits for all Wealth businesses
- Support the business by conducting a variety of data processing related tasks
**Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have**:
- University degree required
- Minimum 2 years’ experience in wealth management or operations
- Good Knowledge of Broadridge, HOD, WealthOne, Salesforce, Score, COLD
- Intermediate to advanced MS Office, Visio, excel, project skills, Adobe Acrobat Professional
- Canadian Securities Course (CSC) is an asset
- Solid understanding and experience in the Wealth Management Business (full-service brokerage, discount brokerage, investment counsel, trust) and operations is required
- Experience working closely with various levels of management/executives and technology partners
- Effective communication & presentation skills, with the ability to write clearly and concisely
- Strong analytical skills with the ability to define problems and propose a solution
- Strong strategic thinking capability to think outside the box
- An ability to work independently and prioritize tasks, manage time efficiently and multi-task
- The ability to work effectively in a group environment across various operations, front office, and functional areas
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.
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