supervisor of accounting
Title posted on CareerBeacon -
Bilingual Senior Operations Representative
Posted on April 20, 2024
by
Employer details
Scotiabank
Job details
Requisition ID: 195225Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Purpose The Senior Operations Representative (Bilingual) will provide day-day processing coverage of a variety of high-volume brokerage operational financial and non-financial transactions as well as ensuring integrity of client information and balances. Operational knowledge required in this role may include but is not limited to Client Onboarding, Account Management, Certificate and Cheque Deposits, Regulatory Documentation, Brokerage Transfers, Cash Management & Registered Products. The successful candidate will demonstrate thorough knowledge of compliant operational processes and procedures to provide accurate information and solutions when responding to internal and external customer inquiries and issues. They will possess proficient telephone, email and written communications skills when corresponding with clients, iTRADE colleagues or internal/ external partners. Accountabilities 1. To ensure the efficient and effective handling of operational / administrative financial and non-financial transactions on behalf of iTRADE brokerage clients: Ensure transaction requests are completed within SLA and in compliance with to business policy with a high degree of competence within defined service levels Ensure customer and corporate records are accurately maintained and reconciled in order to minimize firm exposure or risk Ensure that client or firm risk is mitigated but reporting anomalies to the Manager Exercise discretion and sound judgment when correcting errors Monitor client accounts to ensure that appropriate documentation changes have been made, and correction requests have been completed Process various client and internal requests, transfers and / or conversions (which will vary in dollar amount and difficulty) Develop and maintain a robust knowledge of department and business policies Successful completion of industry or business line courses/ skill-building sessions as approved by manager, to ensure an up to date knowledge of industry policies and procedures 2. To ensure a superior level of client experience: Respond to inquiries from clients and other teams/business partners in an informed, efficient manner, within established SLAs Efficiently resolve complaints and errors, using proper judgement to refer complex issues or escalations to your Manager Liaise with various support partners such as Compliance or Wealth Operations when needed, to ensure client issues are resolved in a timely manner Perform financial corrections and adjustments in client accounts within authorized limits and/or defined approval criteria Actively review policies and procedures posted on WealthNet and Quick Agent and request revisions to procedures as necessary to ensure current, accurate information at all times 3. To actively collaborate with internal staff and support departments to ensure that business needs are met: Actively participate in team learning through active cross-training, developmental and team performance activities including team meetings and coaching sessions Obtain and forward necessary documentation to customers and / or other departments to ensure transactions are completed efficiently and accurately Pro-actively investigate and follow up on inquiries or escalations and refer to Manager as necessary Collaborate with colleagues within iTRADE or other partners across the Bank to ensure client request are responded to effectively and efficiently. Participate actively in team learning, development and team performance activities including team meetings and coaching sessions Investigate and follow up on inquiries as required, collaborate with compliance, legal, management, etc as required Provide reports and statistical information to management and / or other departments as required 4. To minimize potential risk and harm for the business: Ensure thorough knowledge and understandin
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LocationToronto, ON
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SalaryNot available
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Terms of employment
Full time
- Start date
Starts as soon as possible
- vacancies
1 vacancy
- Source
CareerBeacon
#2002728
Advertised until
2024-05-19
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