ScotiaMcLeod Service Officer - Toronto, ON

locationToronto - Ontario (ON),


Estimated salary $32,137 a year

Job Description:

Requisition ID: 99917

As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

Purpose of Job: The Service Officer’s primary focus is to provide centralized administrative support for select Advisor teams. The Service Office will act as liaison between head office and Advisor teams.

Major Accountabilities:
1. Provide effective administrative support in a centralized environment by:
  • Processing new account documentation and monitoring all outstanding documentation
  • Processing incoming client account transfer requests and adhering to regulatory deadlines
  • Scanning and transmitting documentation to Head Office
  • Updating client information
  • Updating corporate account information
  • Adhering to all firm and regulatory policies by remaining up to date with all regulatory rules
regarding client account documentation and account transfers

2. Ensure a high level of client service by:
  • Maintaining and communicating status of all work in progress to multiple Advisor teams
  • Identifying and escalating incidents of concern
3. Provide support to Branch Management by:
  • Keying trailers and same day trade corrections
  • Entering bust or cover orders
  • Processing Advisor code changes
4. Contribute to the effective functioning of the branch team
  • Building effective working relationships across the team and with various business line and
corporate function contacts
  • Maintaining a high level of customer service
  • Facilitating a culture of open and honest communication
  • Actively participating and contributing to touch bases and team meetings
  • Encouraging the generation of new ideas and approaches
  • Actively sharing knowledge and experience to enhance the development of all team members
  • Developing and executing a meaningful employee development plan
Education & Work Experience
  • Excellent written and verbal communication skills
  • Strong organizational skills
  • Ability to take initiative and work independently
  • Ability to meet deadlines
  • Knowledge of Microsoft systems: Word, Excel and PowerPoint
  • Previous industry experience
  • Secondary education
  • Bilingual in French is an asset
Working Conditions:
  • Travel within the province and country will be required occasionally
  • Flexible working with evening hours and weekends when required.
Location(s): Canada : Ontario : Toronto

As Canada's International Bank, we are a diverse and global team. We speak more than 100 languages with backgrounds from more than 120 countries. Our employees are committed to a superior customer experience and use the Bank’s six guiding sales practice principles to ensure they act with honesty and integrity.

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. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

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