Client Reporting Coordinator

1 month ago


Ottawa, Canada Scotiabank Full time

**Requisition ID**: 178267

We are committed to investing in our employees and helping you continue your career at Scotiabank.

MD Financial Management Inc, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Reporting Coordinator to join our team.

As a Client Reporting Coordinator, you will be responsible for producing annual federal and provincial tax slips for all Registered products, the completion and submission of other tax filings, and providing support for tax remittances and other centralized transactions and processes related to Registered accounts. You will be required to execute the assigned processes to the highest standard, as per regulatory and legal requirements under the Income Tax Act (overseen by Canada Revenue Agency) and various provincial acts.

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

- Review and process special withdrawals/transfers/transactions including refunds of excess contributions, marriage breakdown transfers, internal transfers, home buyer’s and lifelong learning withdrawals
- Process all RESP transactions and reporting
- Issue original and amended tax slips and process related filings with Canada Revenue Agency (CRA) and Revenue Quebec (MRQ) for Registered accounts
- Review RESP reports to ensure that transactions processed adhere to Employment and Social Development Canada requirements
- Manage, track and complete CRA Administrative Relief and Non-Qualified securities processess
- Complete and submit all regulatory filings related to T550, T3GR, TFSA Information Return and Employee Benefit Plans
- Support RESP transfer requests and resolve transfer inquiries
- Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions
- Actively pursue effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct, and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk
- Act as the primary contact for all business lines

**The Must Haves**:

- University degree or College diploma, preferably with a financial background is an asset
- 2 years’ experience in an administrative or clerical position, preferably within the financial services industry
- Working knowledge of CRM2 is an asset
- Bilingualism (French/English) 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**:

- A dedication to client service
- Strong organizational skills
- Strong attention to detail and follow-through skills
- Excellent verbal and written communication skills
- Demonstrated pro-activity, initiative, and resourcefulness
- Ability to work independently or effectively within a team
- Ability to manage multiple priorities in a fast
- paced environment
- Ability to effectively manage change
- Results-oriented
- Sound 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.


  • Reports Coordinator

    5 days ago


    Ottawa, Canada AppleOne Full time

    This Reports Coordinator Position Features: Role Summary The Reports Coordinator ensures the provision of efficient administrative services and procedures. The Reports Coordinator is responsible for working with the clinical staff and all members of the team to effectively coordinate reports workflow within a timely manner, and within customer guidelines,...


  • Ottawa, Canada Bayshore HealthCare Full time

    The Client Scheduling Coordinator, under the direction of the immediate Supervisor, handles client care and service inquiries, arranges client care and service, schedules Field employees and maintains scheduling information and data as required**.** DUTIES AND RESPONSIBILITIES - Handle and document prospective client inquiries regarding requests for care...


  • Ottawa, Canada Borden Ladner Gervais LLP Full time

    We are BLG: Canada’s Law Firm. Our culture is one of vigilance and curiosity, Firm-wide collaboration, unfailing mutual respect and dedication. We pride ourselves on having standout talent and delivering an exceptional client experience. We are a future-minded Firm delivering high-value advice and known for our unwavering commitment to innovation,...


  • Ottawa, Canada Scotiabank Full time

    **Requisition ID**: 163219 We are committed to investing in our employees and helping you continue your career at Scotiabank. As a Client Reporting Specialist, reporting to the Team Lead, Client Reporting, you will be accountable for the knowledge of various processes and procedures relating to interest income, capital gains, return of capital, dividends...


  • 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 Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Reporting Specialist to join our team. As a Client Reporting Specialist, you will...


  • Ottawa, Canada Avison Young Full time

    Overview Reporting to the Operations Manager in Ottawa, this role includes daily real estate administrative support in a fast-paced environment. As a Client Services Coordinator (“CSC”), you will provide sales, marketing, and research support along with general office administration to our brokers and clients. Your responsibilities will be an...


  • Ottawa, Canada MD Financial Management Full time

    Requisition ID: 198053 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...


  • Ottawa, Canada Custom Learning Systems Full time

    **About us** Custom Learning Systems, is an innovative education and consulting company based in Calgary, AB. **Our Mission**:Creating a 5 Star Culture of Healing Kindness **Our Vision**:Kindess Care Everywhere Our work environment includes: - Work-from-home days - Company perks - Flexible working hours - Regular social events - Casual work...


  • Ottawa, Canada Field Trip Health Full time

    **About Field Trip Health** Field Trip Health was established in 2019 in Thunder Bay, ON by Dr. Mario Nucci, a passionate advocate for innovation in the area of mental health. At Field Trip Health, our primary focus is Ketamine Assisted Psychotherapy (KAP), a combination of Ketamine and Psychotherapy, which has shown to be 70% effective against treatment...

  • Client Care

    3 days ago


    Ottawa, Canada Larga Baffin Full time

    Position Overview The Referrals Coordinator, under the direction of the Manager and Supervisor of Client Care, will primarily be responsible to support all client travel requests and appointment bookings. In addition, the Referrals Coordinator will be responsible for completing several administrative responsibilities to support the business. Further, the...

  • Client Care

    2 days ago


    Ottawa, Canada Larga Baffin Full time

    Salary: 22.28 Position Overview The Referrals Coordinator, under the direction of the Manager and Supervisor of Client Care, will primarily be responsible to support all client travel requests and appointment bookings. In addition, the Referrals Coordinator will be responsible for completing several administrative responsibilities to support the business....


  • Ottawa, Canada Home Instead Full time

    _Home Instead is a franchise-based network that is committed to providing dependable, compassionate elderly care services such as personal care, Alzheimer's & Dementia care, companionship and home help._ Would you like to join an energetic team who is committed to collectively enhancing the lives of seniors in our community? Home Instead is currently hiring...


  • Ottawa, Canada Larga Baffin Full time

    **Larga Baffin has an exciting opportunity to join our team as a: Full-Time Client Care Coordinator!** **_ Larga Baffin is classified as an Essential Service and is taking all mandatory and recommended preventive measures as per Public Health authorities to ensure the health and safety of all staff and residents._** **_ A special thank you to all...


  • Ottawa, Canada WS Audiology EMEA, LATAM & Canada Full time

    HearCanada bolsters a world-class team of hearing care professionals/pioneers who share a passion for providing Wonderful Sound for All. With 60% of the Canadian population experiencing a type of hearing health issue in 2021, our teams are passionate about providing an exceptional client experience through their hearing journey, going above and beyond to...


  • Ottawa, Canada At-Home Hospice Full time

    Full time Position Monday to Friday, plus an After-Hours On-Call rotation for 2 evenings/week and minimum 1 weekend/month - Responsible for the coordination of client schedules and daily documentation reporting - Responsible for the initial and ongoing management of clients and care plans - Provide back up support for shifts in the community - RN/RPN...


  • Ottawa, Canada Reliability Screening Solutions Inc. Full time

    **Job Summary**: **Key Responsibilities**: 1. International and Retail Client Services Coordination: - Serve as a main point of contact for both local and international clients, addressing inquiries and providing support regarding background screening services. - Guide clients in selecting appropriate screening services based on their specific needs. 2....


  • Ottawa, Canada Reliability Screening Solutions Inc. Full time

    **Job Summary**: **Key Responsibilities**: 1. International and Retail Client Services Coordination: - Serve as a main point of contact for both local and international clients, addressing inquiries and providing support regarding background screening services. - Guide clients in selecting appropriate screening services based on their specific needs. 2....


  • Ottawa, ON, Canada Payroll & Benefits Coordinator | Toronto ON Full time

    Our client is recruiting for a Specialist, Legal Operations with Trademark experience to join their Intellectual Property team. You will be a key member of a dynamic and innovative group of lawyers, clerks and legal support staff, providing the highest level of service to clients, while having the opportunity to cultivate your skills as part of our...


  • Ottawa, Canada Oxford Learning Centres, Inc. Full time

    **Full-Time Client Services Coordinator Wanted**: Want to add rockstar to your job title? Searching for more meaning in your career? Look no further! We know why you want to work in education, and we offer the opportunity to reach every single family who comes through our door. **Oxford Learning Nepean **is looking for a dynamic and motivated Client...


  • Ottawa, Canada Oxford Learning Centres, Inc. Full time

    **Full-Time Client Services Coordinator Wanted**: Want to add rockstar to your job title? Searching for more meaning in your career? Look no further! We know why you want to work in education, and we offer the opportunity to reach every single family who comes through our door. **Oxford Learning Kanata & Stittsville** is looking for a dynamic and motivated...