Digital Wealth Administrator Ottawa

Requisition ID: 182881 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 Digital Wealth Administrator to join our team. Reporting to the Senior Manager, Digital Wealth Strategy & Execution as a Digital Wealth Administrator, your primary focus will be to assist our Advisors in the day-to-day operations and administration of MD’s Digital Wealth business. You will play a critical role in partnering with our vendors to ensure MD is achieving our desired service levels and flawless quality. Is this role right for you? In this role you will: - Improve the performance of oneself and the team by pursuing opportunities for continuous improvement, learning and foster teamwork that drives employee engagement - You will participate in the development of new tools/solutions to address process and service delivery challenges - You will be responsible for supporting, and at times, leading programs to support the daily operations of MD’s Digital Wealth Business - Responsible to ensure all client requests are completed within our service level agreements and with the highest level of quality - You’ll act a point person for the preparation of correspondence to clients and third parties, maintaining a follow up system to ensure closure is brought relative to all inquiries. - You will lead the ongoing maintenance of client databases, ensuring all information is accurate and up to date. - You will play a key role in the development and implementation of standard business processes, including gap identification and creation/maintenance of process documentation. The Must Haves: - University degree, college diploma or equivalent educational and/or professional experience with 2-3 years of experience in the financial service industry supporting advisors and/or clients - Fluently bilingual (French and English) is preferred - Capable of working without close supervision; ability and desire to work in a team setting - You are a customer focus individual, where you analyze needs, provide support and offer solutions in a fast-paced environment. - Ability to remain calm, work under pressure, meet deadlines and handle last minute requests. - Ability to adapt and manage change. Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have: - The flexibility to work independently and as part of a broader team. - An ability to proactively build trusted relationships - knowing when and which key stakeholders to reach out to at all levels of the organization - A dedication to ongoing learning - not only related specifically to your project management, but also technology and other concerns that may impact your role. - A sense of urgency - you make getting things done a priority. - Unparalleled attention to detail - an understanding of the importance of efficiency AND accuracy to business deliverables. - You embrace change - thriving in a diverse environment of ever-changing priorities. 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.