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Transfers Administrator
Location:
Toronto
Description:
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 Proficient in Microsoft Office applications 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. Visit ListedBuy for more information.
Company:
Scotiabank
Posted:
November 19 2023 on ListedBuy
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More About this Listing: Transfers Administrator
Transfers Administrator is a Clerical Administrator Job at Scotiabank located in United States. Find other listings like Transfers Administrator by searching Oodle for Clerical Administrator Jobs.
Transfers Administrator is a Clerical Administrator Job at Scotiabank located in United States. Find other listings like Transfers Administrator by searching Oodle for Clerical Administrator Jobs.