Transfers Administrator

3 days ago

Toronto, Canada Scotiabank Full time

Requisition ID: 188377 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. As a Transfers Administrator, you will be responsible for completing all processing activities as it relates to external transfer requests. This includes addressing branch/external firm inquiries on initiations, processing, timing, and general inquiries, regarding the account transfer process. **Is this role right for you? In this role you will**: - Ensure the delivery of customer service to our internal business lines - Review transfer documentation and either approve or reject - Answer incoming branch calls - Ensure that inquiry responses are on actioned in a timely manner - Provide prompt and accurate information / direction on ATON Transfer In inquiries, meeting or exceeding the department defined timelines and adhering to IIROC regulations and time frames - Complete follow through and communication to the branch on action committed to by the service call desk office - Accurately record statistics of all inquiries received and completed - Escalate problem items as necessary - Complete Sundry duties as assigned **The Must Haves**: - University degree or College diploma, preferably with a financial background - Experience in an administrative or clerical position, preferably within the financial services/brokerage industry - Knowledge of banking and book of record systems - Knowledge of CDS, ATON Fundserv is an asset - Knowledge of securities products such as GIC’s, Equities, Mutual Funds and Bonds - Some knowledge of Interbroker Transfer procedures and IIROC regulatory requirements is an asset - General knowledge of operational and regulatory processes governing the Wealth Management industry in Canada is an asset **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 dedication to client service - Strong organizational and problem-solving skills - Strong attention to detail and follow-through skills - Excellent verbal and written communication skills - Demonstrated pro-activity, initiative, and resourcefulness - Ability to work independently or effectively within a team - Ability to manage multiple priorities in a fast - paced environment - Ability to effectively manage change - Results-oriented - Sound capacity to assess, develop and monitor complex business processes Location(s): Canada : Ontario : Toronto 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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