Become an Account Administration Expert at Scotiabank in Ottawa, Ontario, focused on delivering exceptional client service. This role involves providing vital administrative support to the investment team while overseeing account management.

Your responsibilities include handling client accounts, facilitating the transfer process, and ensuring all inquiries are resolved efficiently. With a robust foundation in administrative tasks, you will support MD Private Investment Counsel and MD Management Ltd, providing crucial services that enhance client experiences. Key Responsibilities:
Manage client accounts with openings and maintenance duties
Facilitate and track transfer requests and inquiries
Provide proactive follow-up on all initiated transfers Requirements:
University degree or College diploma with finance focus
Minimum 2 years of relevant administrative experience
Knowledge of CRM2; bilingual in French and English
Proven communication skills and robust attention to detail
Ability to manage processes and prioritize effectively Contribute to the success of Scotiabank by ensuring client satisfaction and operational excellence.

📌 Scotiabank Account Administration Expert Ottawa
🏢 Scotiabank
📍 Ottawa