Title:  Senior Accounting Officer

Requisition ID: 210584

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

The Senior Accounting Officer is responsible for providing accurate and timely information to internal business lines at Scotia Wealth |ScotiaMcLeod, Scotia Trust, Private Investment Counsel and Scotia iTrade, as well as deal with external financial institutions worldwide. The Senior Accounting Officer is accountable for the process and procedures relating to transfers. The incumbent manages the day-to-day relationships with internal and external clients while prioritizing work initiatives. The incumbent is expected to know, understand, and meet the defined SLAs for transfer in and out requests. This individual will work as part of team to ensure the general email and phone line inquiries are answered on a timely basis and ensure timely updates on transfers are provided to internal partners as well as external firms.

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

• Ensure the delivery of client service to our internal business lines for transfers involving multiple lines of business and bank products and financial institutions worldwide
• Review transfer documentation and approve or reject, with a clear description and explanation
• Process transfers for Scotia Wealth business lines based on department standard timelines
• Respond to incoming branch and external institution inquiries
• Communicate rejects to Branch in a clear, courteous, and detailed manner
• Provide prompt and accurate information / direction on transfers of products/accounts, meeting or exceeding the department defined SLA’s and adhering to regulatory body and department time frames
• Ensure that client signed directions/instructions are clear and meet transfer requirements
• Communicate with various internal teams on delivery/receipt of various products
• Provide a friendly courteous environment for clients to forward account transfer inquiries

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

• Financial industry work experience preferred
• Strong working knowledge and experience with Intralink FFT is an asset
• Knowledge of Broadridge applications: ZRSP, ZTRF, MRGN, MSDI, ATON (TFIN, TFOT) PLAN, ZCBA, NNAD Knowledge of Dataphile is an asset
• Knowledge of other applications: COLD/On Demand, Fundserv, Webpost, STAR, Creation Online is an asset
• Knowledge of PC applications, specifically Microsoft Office
• Knowledge of securities products: domestic GIC’s, Equities, Mutual Funds
• Excellent communication skills (both oral and written)
• General knowledge of operational and regulatory processes governing the Wealth Management industry in Canada is an asset
• The flexibility to work overtime when required
• A high degree of accuracy to process complex high value transfers
• The ability to shift priorities and work with short deadlines  
• The ability to work effectively independently and multi-task in a team-oriented environment
• The ability to work well under pressure

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.