Senior Transfers Administrator

Requisition ID: 196922
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

The Senior Transfers Administrator is responsible for providing information to internal business lines and processing activities relating to external transfer requests. This includes addressing branch/external firm inquiries on initiations, processing, timing, and general inquiries regarding the account transfer process. The Senior Transfers Administrator will also be responsible for cross training, participating and knowledge sharing during team meetings and maintaining best practices and adherence to regulatory requirements.

Is this role right for you? In this role you will:

• Complete all transfer related activities in an efficient manner
• Process, review and follow up on redemption requests
• Build and maintain strong relationships with other firms and internal departments to resolve problems/issues in a timely manner
• Assist management with planning and continual process review by bringing forward ideas and implementing communication and other recommended changes
• Review various reports/systems to follow-up on outstanding transfers and aged items and ensure the accounts are documented accordingly
• Resolve problems, issues and situations and identify anomalies and errors, and conduct the appropriate correcting entries and/or activity, fee issues, and claims/cancellations
• Ensure client accounts are thoroughly noted, clearly detailing the timeline and status of the transfers
• Bring forward/escalate problem items as necessary to the Manager
• Accurately record daily statistics of all inquiries received and completed
• Provide coverage as required during absence and or increased volumes

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

• Post secondary education
• Experience in the financial services industry is preferred
• Knowledge of Broadridge and other applications
• Proficient in PC applications, specifically Microsoft Office
• Knowledge of securities products such as GIC's, Equities, Mutual Funds and Bonds
• Knowledge of Interbroker Transfer procedures and IIROC regulatory requirements
• Effective communication skills both oral and written
• The ability to work independently and multi-task in a team-oriented environment
• An ability to work well under pressure and effective negotiating skills
• Strong attention to detail with a focus on accuracy
• Excellent problem-solving skills

Location(s): Canada : Ontario : Toronto
Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
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.