Client Reporting Assistant
2 weeks ago
**Requisition ID**: 158746 We are committed to investing in our employees and helping you continue your career at Scotiabank. **Summary**: The position, reporting to the Team Lead, Client Reporting is responsible to support the efficient day to day operations of the Client Reporting administration team, and governance-related activities. This position contributes to maintaining high standards of client service, quality control and operational efficiency. **Duties & Responsibilities**: The Assistant is required to perform a range of duties including, but not limited to: - Responsible for weekly production of the PIC Welcome Packages - Complete mailing of the monthly dealer reports to all financial institutions - Complete mailing of all regulatory and ad-hoc letters and packages - Respond to general information requests from within the company - Sort incoming mail, faxes and deliveries for distribution - Scanning and indexing of all legal and general documents - Managing distribution of regional mail - Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions. - Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk. **Education & Experience**: - Community college diploma or equivalent - The ability to communicate in English is required and a working knowledge of French is an asset. - Proficient in the use of Microsoft Excel, Word, and Outlook - Proficiency in using office equipment **Competency Requirements**: - Strong organizational skills - Accuracy and attention to detail - Good understanding of financial products is an asset - Able to foster and maintain positive working relationships and work cooperatively with others - Excellent oral and written communication skills - Ability to be proactive and take initiative - Anticipate, understand, and respond to the needs of clients to meet or exceed their expectations 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.
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Client Reporting Specialist
1 week 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...
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Client Reporting Coordinator
6 days 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...
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Client Reporting Coordinator
2 days ago
Ottawa, Canada Scotiabank Full timeRequisition ID: 245972Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Client Reporting Coordinator will support the production and delivery of regulatory and client-facing documents for all MD Financial business lines, ensuring specific processes are executed & delivered in support of the...
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Client Reporting Coordinator
1 day ago
Ottawa, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Requisition ID: 245972 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Client Reporting Coordinator will support the production and delivery of regulatory and client-facing documents for all MD Financial business lines, ensuring specific processes are...
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Client Reporting Coordinator
16 hours ago
Ottawa, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Requisition ID: 245972 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. The Client Reporting Coordinator will support the production and delivery of regulatory and client-facing documents for all MD Financial business lines, ensuring specific processes are...
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Client Reporting Coordinator
6 days ago
Ottawa, Canada Scotiabank Full time**Requisition ID**: 159004 We are committed to investing in our employees and helping you continue your career at Scotiabank. **Summary**: As a Client Reporting Coordinator (Registered Products), reporting to the Senior Manager, Operations, you will possess knowledge of the various policies, processes and procedures relating to the operation of Tax Free...
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Client Reporting Specialist
5 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 accounts,...
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Accounting/reporting Assistant
1 week ago
Ottawa, Canada BGIS Full time**Who We Are** **SUMMARY** The Accounting/Reporting Assistant reports to the Accounting/Reporting Manager and provides support in all areas of financial management including budget reviews, audits, general accounting, controlling, tracking and reporting of costs. This job also provides support to the other staff in the areas of accounting and financial...
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Client Reporting
1 day ago
Ottawa, Canada Scotiabank Full timeA leading banking institution is looking for a Client Reporting Coordinator in Ottawa. The successful candidate will support the production and delivery of regulatory and client-facing documents. Responsibilities include printing and sorting documents, performing document imaging, and delivering client statements. Candidates should have a degree or diploma,...
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Client Reporting Coordinator
1 day ago
Ottawa, ON KG R, Canada Scotiabank Full timeRequisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Client Reporting Coordinator will support the production and delivery of regulatory and client-facing documents for all MD Financial business lines, ensuring specific processes are executed & delivered in support of the team's business...
