Transfers Administrator

3 weeks ago

Toronto, Canada Scotiabank Full time

Requisition ID: 188377

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

As a Transfers Administrator, you will be responsible for completing all processing activities as it relates to external transfer requests. This includes addressing branch/external firm inquiries on initiations, processing, timing, and general inquiries, regarding the account transfer process.

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

- Ensure the delivery of customer service to our internal business lines
- Review transfer documentation and either approve or reject
- Answer incoming branch calls
- Ensure that inquiry responses are on actioned in a timely manner
- Provide prompt and accurate information / direction on ATON Transfer In inquiries, meeting or exceeding the department defined timelines and adhering to IIROC regulations and time frames
- Complete follow through and communication to the branch on action committed to by the service call desk office
- Accurately record statistics of all inquiries received and completed
- Escalate problem items as necessary
- Complete Sundry duties as assigned

**The Must Haves**:

- University degree or College diploma, preferably with a financial background
- Experience in an administrative or clerical position, preferably within the financial services/brokerage industry
- Knowledge of banking and book of record systems
- Knowledge of CDS, ATON Fundserv is an asset
- Knowledge of securities products such as GIC’s, Equities, Mutual Funds and Bonds
- Some knowledge of Interbroker Transfer procedures and IIROC regulatory requirements is an asset
- General knowledge of operational and regulatory processes governing the Wealth Management industry in Canada 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 and problem-solving 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

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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