Operations Analyst

Requisition ID: 181797

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

Accountabilities

Supporting various initiatives that are covered by the Complex Accounts team which may include:

• Database support, regulatory and documentation support for items such as AML/ATF, FATCA, QI and CRS initiatives.
• Providing direction, guidance and support to the field as it relates to documentation requirements for the on-boarding of new & existing client accounts
• Provide onboarding support for new-recruit Advisors to Scotia McLeod
• Accurately inputting data into designated systems (AML Database, Host on Demand)
• Liaising with Branches, Advisors and Assistants and other departments , such as Compliance, Legal, AML and the EDDU
• Ensuring all operational and support issues are escalated to the Manager as needed.

Education/Experience

• Knowledge of operational processes used in support of Wealth Management’s businesses
• Strong verbal and written communication skills and well developed relationship-building skills
• Ability to work in a calm and positive manner in a fast paced environment with volumes dictated by branch demands, seasonal peaks and campaigns.
• Ability to take initiative, work independently and exhibit professionalism.
• Strong analytical and problem solving skills with the ability to make critical decisions quickly and with minimal direction.
• Excellent computer skills (proficient in MS Excel, Access) along with a strong working knowledge of the data network systems used by the department, including Broadridge, OAM, SCORE, and Salesforce.
• Ability to work under pressure due to conflicting priorities and heavy volume
• Self-motivated, confident and capable of working both independently and in a team environment

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. 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.