Senior Operations Officer

3 weeks ago

Toronto, Canada Scotiabank Full time

As a Senior Operations Officer, Client Onboarding, you will be responsible for providing oversight/control of client account opening and maintenance documents, to help reduce risk with applicable regulating bodies.

Is this role right for you? In this role you will:

Review documentation for completeness and accuracy, analyze and approve/reject requests or submitted documents, using various applications Support various mid-office functions and ensure superior service is provided to Scotiatrust, Private Investment Counsel, and Canadian Wealth Management branches while working closely with internal and external groups that support these businesses Assist management in the development and delivery of innovative solutions and improved processes, to allow the businesses to focus on client service and business growth Provide exceptional client service support on Client Onboarding related queries by remaining current and informed on existing and new industry regulations and firm policies and procedures Ensure the effective delivery of operational and administrative support to Canadian Wealth Management branches Complete ongoing quality control reviews of system data, operational processes, and distribution of exception reporting to branches, and maintain client account integrity by performing sundry items as required

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

Post-secondary education 1-2 years’ experience in the financial services industry, preferably working with Estates and Trusts, opening accounts and reviewing documents Canadian Securities Course (CSC) and Conduct and Practice handbook (CPH) is an asset Prior knowledge of the securities / brokerage operations including areas such as Client Onboarding and Regulatory Documentation Knowledge of financial industry policies and regulations including AML/ATF, Privacy, KYC, QI & FATCA, CIRO Reg 1300 and CRS Knowledge of Broadridge, SharePoint, AS400, Score, WebPost, Trust GUI, and WealthOne Strong organizational, problem solving, time management, attention to detail, customer service, and communication skills The ability to work with computer-based platforms and applications Demonstrated PC user skills including word processing, MS Office, spreadsheets, and database management An ability and desire to learn new tasks quickly An ability to prioritize & organize incoming work Excellent time management skills

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