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Back Office Representative

2 months ago

Ottawa, Ontario, Canada Scotiabank Full time
Job Summary

We are seeking a highly skilled and experienced professional to join our team as a Back Office Representative. As a key member of our organization, you will be responsible for providing exceptional client service and support to our clients.

Key Responsibilities
  • Client Service
    • Provide prompt, accurate, and professional service to clients, ensuring that every client experience is consistent with our service standards.
    • Actively engage in client inquiries, problem-solving, and providing value-added client service to achieve First Call Resolution.
    • Communicate clearly, concisely, and provide accurate information to clients.
  • Trade Execution
    • Execute trade orders on behalf of clients, ensuring that all trades are executed in a timely and accurate manner.
    • Liaise with supervisors, settlements, credit, and executing brokers to ensure proper handling of client orders.
  • Risk Management
    • Identify and resolve trading discrepancies efficiently and accurately.
    • Develop familiarity in areas including anti-money laundering, anti-terrorist financing, and privacy laws.
    • Actively adhere to all Guidelines for Business Conduct and Privacy policies.
  • Business Development
    • Recognize and appropriately action quality opportunities to solidify existing business and create new business opportunities.
  • Team Collaboration
    • Build effective working relationships across the team and with various business lines and corporate functions.
    • Facilitate a culture of open and honest communication by actively participating and contributing to team meetings and encouraging the generation of new ideas.
Requirements
  • 2+ years of industry experience.
  • Fluency in French.
  • A minimum of 1 year sales experience, including the ability to identify cross-sell and referral opportunities.
  • Broad investment product knowledge in Equities, Fixed Income & Mutual Fund Securities.
  • Strong attention to detail and the ability to recognize risk to the firm.
  • Ability to set and achieve goals, and work independently.
  • Strong communication/interpersonal skills.
  • Knowledge of back office functionalities.
  • Ability to adapt to a changing environment and duties, dependent on current situations and directives from management.
  • Expert knowledge of procedures related to securities settlement.
  • Excellent time management skills with the ability to prioritize workloads.
  • College Diploma/University Degree.
Industry Courses
  • CSC
  • CPH
  • IIROC licensed as an IR and DFOL (Derivative Fund Options License).

Pursuant to a language needs assessment conducted by Scotiabank, the successful candidate will be required to be able to communicate in English in addition to French.