Client Reporting Coordinator
3 days ago
Requisition ID: 213773
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
As a Client Reporting Coordinator, you will be responsible for the overall success of the Registered Products Team within Global Wealth Management Operations. You will process complex transactions and provide reporting for Registered Plans for all MD Financial business lines, ensuring specific processes are executed and delivered in support of the team’s business strategies and objectives and that all activities are in compliance with governing regulations, internal policies, and procedures.
**Is this role right for you? In this role you will**:
- Process complex withdrawal transactions for various types of registered products such as refunds of excess contributions, marriage breakdown transfers, internal transfers, Home Buyer’s, and Lifelong Learning withdrawals, including all RESP transactions within established service level timelines
- Manage, track and complete CRA Administrative Relief and Non-Qualified securities processes within regulatory deadlines
- Complete and submit all regulatory filings and reporting related to Registered Education Savings Plans (RESPs) within regulatory timelines
- Process and track all Group Registered Savings Plan deposits within established service levels
**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 University degree, College diploma, or equivalent relevant experience in a related field
- 1 year experience in office administration, preferably in financial services
- Bilingualism (French/English) is an asset
- An ability to work and communicate effectively with others to achieve optimal outcomes
- Initiative, are resourceful and have a focus on accuracy
- The ability to assess, develop, monitor, and improve complex business processes
**What’s in it for you?**
The opportunity to join a forward-thinking and collaborative team, surrounded by innovative thinkers.
Your career matters You will have access to career development and progression opportunities.
An inclusive working environment that encourages creativity, curiosity, and celebrates success
You will get our help to save for your future and to invest in your total wellbeing through our Scotiabank benefits** such as Performance Bonus, Employee Share Ownership Program, Pension Plan Matching, Banking Benefits, and Health Benefits from day one
You will relish work-life balance, team events, and opportunities to participate in the community.
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.
-
Client Reporting Coordinator
7 months 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...
-
Client Reporting Specialist
6 days ago
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...
-
Client Scheduling Coordinator
8 months ago
Ottawa, Canada Bayshore HealthCare Full timeThe 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...
-
Client Reporting Specialist
6 months ago
Ottawa, Canada MD Financial Management Full timeRequisition 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...
-
Client Reporting Specialist
7 months ago
Ottawa, Canada MD Financial Management Full timeRequisition 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...
-
Client Reporting Specialist
6 days ago
Ottawa, Canada Scotiabank Full time**Requisition ID**: 143569 We are committed to investing in our employees and helping you continue your career at Scotiabank. **Summary**: As a Client Reporting Specialist in the Registered Products Team, reporting to the Senior Manager, Operations, you will be responsible for processes and procedures relating to the maintenance of Tax-Free Savings...
-
Client Service Coordinator
2 months ago
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...
-
Ottawa, Ontario, Canada HealthEcareers - Client Full timeCase Management Nurse Wanted for Travel Assignment in Ontario, CaliforniaHealthEcareers - Client is seeking a skilled case management nurse for a travel assignment in Ontario, California.About the PositionThe ideal candidate will collaborate with the healthcare team to assess, plan, facilitate and coordinate care for individual patients. Working within and...
-
Client Care Coordinator
4 months ago
Ottawa, Canada Home Instead Full time**Job description** The Client Care Coordinator is responsible for providing the highest level of quality service to all clients and family members that relate to client care, including Care Consultations with potential clients and family members, client/CAREGiver introductions, and Quality Assurance visits with existing clients. They use sales skills to...
-
Client Service Coordinator
4 months ago
Ottawa, Canada Anglican Diocese of Ottawa Full timeClient Service Coordinator - Westboro Region Food Bank The Westboro Region Food Bank, operating out of All Saints Anglican Church in the heart of Ottawa, is seeking a dedicated and organized Client Service Coordinator to join our team. We are committed to supporting our community by providing essential services, and we are looking for someone who shares our...
-
Client Services Coordinator
7 months ago
Ottawa, Canada Avison Young Canada Full timeOur Story: **About You**: You are a high achiever looking to thrive in a fast-paced environment. You take pride in your own work but are comfortable collaborating with a team of highly motivated individuals. You can communicate clearly and concisely with teammates and clients, and you enjoy strong company culture and camaraderie. You can navigate multiple...
-
Client Services Coordinator
6 months ago
Ottawa, Canada Carefor Health & Community Services Full timeJob Position: CSC - Part - Time ( every second weekend) Reporting to: Supervisor, CSC Location: Ottawa Job Group: Unionized (CUPE) The Client Services Coordinator works as part of a team to implement Carefor’s approved or prescribed processes to ensure every client visit is properly scheduled, every service provider’s caseload is properly assigned,...
-
Client Services Coordinator
6 days ago
Ottawa, Canada Carefor Health & Community Services Full timeJob Position: CSC - Full Time Reporting to: Supervisor, CSC Location: Ottawa Job Group: Unionized - CUPE Reference No: OT-22-10-0031 The Client Services Coordinator works as part of a team to implement Carefor’s approved or prescribed processes to ensure every client visit is properly scheduled, every service provider’s caseload is properly...
-
Client Services Coordinator
7 months ago
Ottawa, Canada Carefor Health & Community Services Full timeJob Position: CSC - Full Time Reporting to: Supervisor, CSC Location: Ottawa Job Group: Unionized (CUPE) The Client Services Coordinator works as part of a team to implement Carefor’s approved or prescribed processes to ensure every client visit is properly scheduled, every service provider’s caseload is properly assigned, and client expectations are...
-
Client Services Coordinator
7 months ago
Ottawa, Canada Carefor Health & Community Services Full timeJob Position: CSC Reporting to: Supervisor, CSC Location: Ottawa Job Group: Unionized (CUPE) The Client Services Coordinator works as part of a team to implement Carefor’s approved or prescribed processes to ensure every client visit is properly scheduled, every service provider’s caseload is properly assigned, and client expectations are met. The...
-
Client Services Coordinator
7 months ago
Ottawa, Canada Carefor Health & Community Services Full timeJob Position: CSC - Full Time Reporting to: Supervisor, CSC Location: Ottawa Job Group: Unionized (CUPE) The Client Services Coordinator works as part of a team to implement Carefor’s approved or prescribed processes to ensure every client visit is properly scheduled, every service provider’s caseload is properly assigned, and client expectations are...
-
Client Care Coordinator
7 months ago
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 Scheduling Coordinator
5 days ago
Ottawa, Canada Bayshore HealthCare Full timeMake “being the difference” your Career.. - Bayshore is looking for a Client Service Coordinator to join our amazing team. This important customer service role is responsible for answering service inquiries and scheduling field employees to client care assignments. - If your calling is to be the “difference” by providing outstanding customer service,...
-
Client Care
6 months ago
Ottawa, Canada Larga Baffin Full timeSalary: 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....
-
Client Care
6 months ago
Ottawa, Canada Larga Baffin Full timePosition 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...