Job Description
Take initiative as an Account Administration Officer with Scotiabank in Ottawa, Ontario. Focus on administrative support for client accounts, ensuring efficient resolution and management.
This position serves the MD Private Investment Counsel and MD Management Ltd. You will be responsible for account maintenance, facilitating transfers, and providing excellent client support. A financial background and bilingual capabilities are essential for success.
Key Responsibilities:
• Oversee account openings and funding processes
• Address transfer inquiries and manage requests
• Ensure documentation is accurate and timely
• Collaborate with clients to resolve issues
• Deliver exceptional client-focused service
Requirements:
• Bachelor’s degree or college diploma in finance
• At least 2 years in an administrative capacity
• Bilingual in both French and English
• Familiar with CRM2 software
• Demonstrable organizational and communication skills
Bring you...
This position serves the MD Private Investment Counsel and MD Management Ltd. You will be responsible for account maintenance, facilitating transfers, and providing excellent client support. A financial background and bilingual capabilities are essential for success.
Key Responsibilities:
• Oversee account openings and funding processes
• Address transfer inquiries and manage requests
• Ensure documentation is accurate and timely
• Collaborate with clients to resolve issues
• Deliver exceptional client-focused service
Requirements:
• Bachelor’s degree or college diploma in finance
• At least 2 years in an administrative capacity
• Bilingual in both French and English
• Familiar with CRM2 software
• Demonstrable organizational and communication skills
Bring you...