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About the Role
Provide oversight and control on client account opening documents to reduce firm risk with applicable regulating bodies.
Responsibilities
- Review, analyze, and approve/reject documents for completion and accuracy using various system applications.
- Provide support on account opening related queries by staying current on industry regulations and firm policies.
- Adhere to processing deadlines within established Service Level Agreements (SLAs) to ensure customer satisfaction and processing efficiency.
- Maintain client account integrity by performing sundry duties as required.
Requirements
- Post-secondary education.
- Proficient in Microsoft Word, Excel, and PowerPoint.
- Effective communication skills to provide detailed information to various departments.
- Ability to exercise sound judgment in workload prioritization.
- Ability to manage multiple interruptions while maintaining workload.
- Ability to rapidly respond to inquiries in an intelligent and informed fashion.
- Ability to manage conflicting priorities, aggressive delivery or problem resolution lead times, and sensitive customer relationships.
- A reactive and proactive focus on client service, industry regulations, and product requirements.
- Strong attention to detail.
Skills
- Canadian Securities Course (CSC) is an asset
- Microsoft Word
- Microsoft Excel
- Microsoft Power Point
- Communication skills
- Judgment
- Workload management
- Prioritization
- Client service
- Attention to detail
Location
- Canada : Ontario : Toronto
Work Type
- 6 month term position
Education Level
- Post secondary education
About the Company
- 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.
Equal Opportunity
- At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone.
- If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know.