Fee Based Operations Admin Support

5 months ago


Toronto, Canada Scotiabank Full time

Requisition ID: 199115

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

In the role of Fee Based Operations Admin Support, you will be responsible for contributing to the day-to-day operations of Scotia McLeod’s broad suite of Fee Based and Managed Assets Programs. You will also be responsible for developing and managing relationships with Scotia McLeod’s internal and external partners and service providers, providing value and support to the business. All responsibilities are carried out in accordance with Scotiabank Wealth Management’s values and guiding principles and in adherence to the Scotiabank Code of Conduct & Privacy principles.

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

- Provide comprehensive support to ScotiaMcLeod Advisors and teams by delivering training and guidance on all Fee Based program features, policies, and system processes
- Proactively enhance the onboarding process for experienced Advisor teams from a fee-based system perspective
- Assist Advisor Teams with support when inputting Fee Schedules to ensure accuracy in PureFees prior to calendar quarter-end
- Contribute to the effective functioning of the Fee Based Program, Products & Services team by building effective working relationships across the team and with various business lines
- Maintain a high level of client service by facilitating a culture of open and honest communication and actively share knowledge and experience to enhance the development of all team members

**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, college diploma in Business or Finance preferred
- 2 years’ experience within retail operations, particularly in full-service advisory and/or self-directed investing
- Completion of the Canadian Securities Course (CSC) is an asset
- A client-focused mindset, providing a superior client experience for all clients and Advisors
- Results oriented
- Strong multi-tasking skills
- Effective time management and priority management skills
- Individually motivated and strong relationship building skills
- Effective communication skills with an ability to clearly communicate, simplify complex issues, creatively problem solve, resourcefully overcome obstacles, and nimbly manage priorities across several initiatives
- An ability to work under pressure and produce deliverables at high standards

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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