Join Scotiabank as an Account Administration Officer in Ottawa, where bilingualism in French and English is essential. Focus on delivering exceptional administrative support for investment accounts. This account administration role involves managing client accounts for MD Private Investment Counsel and ensuring smooth operations in account funding and transfers.
You should possess a financial services background and a dedication to client service. Your organizational skills and attention to detail will be crucial for success. Key Responsibilities:
Administer current and ongoing client accounts
Handle transfer requests and inquiries with urgency
Maintain comprehensive account documentation
Communicate effectively with team members and clients
Evaluate complex business processes Requirements:
Post-secondary degree or college diploma required
2 years of relevant administrative experience
Understanding of CRM2 is advantageous
Completion of the Canadian Securities Course preferred
Robust written and verbal communication skills Bring your expertise and bilingualism to enhance client engagement at Scotiabank in Ottawa.