12 days ago
Client Administration Officer
Scotiabank
On Site
Full Time
CA$60,000
Toronto, ON
Job Overview
Job TitleClient Administration Officer
Job TypeFull Time
CategoryCommerce
Experience5 Years
DegreeMaster
Offered SalaryCA$60,000
LocationToronto, ON
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Job Description
About the Role
The Client Administration Officer provides back-office support to Dynamic Funds clients by researching and resolving trade requests, ensuring accurate and efficient processing. Join a purpose driven team committed to results in an inclusive, high-performing culture.
Key Responsibilities
- Maintain high service levels for client requests
- Sort, scan, and index incoming mail
- Process financial and non-financial mutual fund transactions
- Place outbound calls and resolve client issues
- Respond to escalated calls with appropriate resolution
- Investigate system issues and develop workarounds/solutions
- Collaborate with leadership to enhance procedures
- Contribute to team solutions and process improvements
- Participate in special projects and additional duties as required
Required Skills and Experience
- Completed post-secondary education
- 2 to 3 years’ experience in a client service or back-office environment
- Knowledge of industry databases (e.g., iFAST, AWD)
- Understanding of the mutual fund industry and products
- Canadian Investment Funds Course is an asset
- Strong problem-solving and attention to detail
- Effective verbal and written communication skills
- Ability to prioritize, organize, and manage time efficiently
- Proven multitasking ability in a fast-paced environment
- Capability to meet specified productivity and quality standards
Location & Company Overview
This position is based in Toronto, Ontario, Canada. Scotiabank is a leading bank in the Americas, committed to helping customers achieve success with a broad range of financial services.
Key skills/competency
- Client Service
- Back-office
- Trade Requests
- Mutual Funds
- Process Improvement
- Communication
- Problem Solving
- Detail Oriented
- Multitasking
- Team Collaboration
How to Get Hired at Scotiabank
- Customize your resume: Tailor skills and experience to client service.
- Research Scotiabank: Understand their culture and commitment.
- Highlight relevant experience: Emphasize back-office and financial skills.
- Prepare for behavioral interviews: Focus on problem-solving and communication.
Frequently Asked Questions
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05Does Scotiabank require post-secondary education for the Client Administration Officer role?
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