Financial Operations Specialist

1 week ago

Toronto, Ontario, Canada Scotiabank Full time
Job Description

We are seeking a highly skilled Financial Operations Specialist to join our team in Toronto. This is a challenging and rewarding role that requires strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.

About the Role

The Financial Operations Specialist will be responsible for managing complex fee billing processes, supporting the Private Investment Counsel and Scotiatrust business lines. Key responsibilities include:

  • Reconciliations and allocations of fee and interest revenue
  • Manual and complex billing activities
  • Fee reporting and analysis

The ideal candidate will have a university degree, strong knowledge of retail wealth management, and experience with enterprise system technologies such as web-based applications, mainframe systems, and relational databases. Proficiency in Microsoft Excel and Access is also required.

Responsibilities

In addition to the above, the Financial Operations Specialist will be responsible for:

  • Championing a customer-focused culture to deepen client relationships
  • Carrying out crucial activities related to revenue allocation and reconciliations
  • Maintaining and overseeing the administration, calculation, and charging of manual fees
  • Managing complex fee billing solutions requiring inputs and outputs from/to internal and external partners
  • Identifying potential and actual concerns, conducting necessary follow-up inquiries, and ensuring corrective actions are implemented in a timely manner
  • Providing data management and report delivery and tracking for fee collection, allocation, and other related activities
  • Assisting with projects related to audit, regulatory, or business initiatives
  • Working with project teams on initiatives impacting fee billing, acting as a subject matter expert
  • Providing comprehensive support to the field as a subject matter expert for fees and providing guidance on all fee processes, policies, and systems
  • Contributing to the success of day-to-day activities related to fee processes and policies
Requirements

To be successful in this role, you will need:

  • A university degree or equivalent experience
  • Strong knowledge of retail wealth management, particularly full-service advisory
  • Familiarity with a variety of enterprise system technologies, including web-based applications, mainframe systems, and relational databases
  • Experience with Broadridge, PureFacts/PureFees, or other securities brokerage applications
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving skills
  • Ability to process complex calculations quickly and accurately
  • Exceptional time/priority management skills and attention to detail
  • Individually motivated with strong relationship building skills
  • Effective communication skills with the ability to clearly communicate and simplify complex issues
  • An ability to work under pressure, produce deliverables, and reflect high standards
  • Good judgement, organizational, and analytical skills
What We Offer

As a Financial Operations Specialist at Scotiabank, you can expect:

  • A competitive salary of $65,000 - $85,000 per year
  • A comprehensive benefits package, including medical, dental, and vision coverage
  • A generous retirement savings plan
  • Ongoing training and development opportunities
  • A dynamic and supportive work environment

Please note that these figures are estimates based on industry standards and may vary depending on individual circumstances. The estimated salary range is based on the title, job description, and location.

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